PLIEX Mutual Fund

PLIEX Mutual Fund (Plumb Equity Fund Institutional Class) is managed by Plumb Funds with $16.5M in net assets. PLIEX expense ratio is 1.25%, holding 30 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2020-08-03.

PLIEX performance shows a YTD return of 10.06%. The 1-year return is 13.76% and the 5-year return is 5.75%. PLIEX dividend yield stands at 4.38%, paid annually.

PLIEX top holdings include Advanced Micro Devices Inc (13.1%), Nvidia Corp (12.2%), Alphabet Inc,class A (7.8%), Vse Corp (6.1%), Aar Corp [Air] (5.8%). Go to all PLIEX holdings, PLIEX sectors, or PLIEX dividends.

PLIEX can be compared against other funds. Use PLIEX overlap to find shared positions, or PLIEX vs another fund for a side-by-side view. PLIEX alternatives are available via the screener, along with tax-loss harvesting opportunities.