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, Communication Services. Inception date: 2020-08-03.

PLIEX performance shows a YTD return of 12.96%. The 1-year return is 19.77% and the 5-year return is 6.97%. PLIEX dividend yield stands at 4.32%, paid annually.

PLIEX top holdings include Nvidia Corp (13.2%), 'alphabet Inc., Class 'a'' (7.8%), Vse (6.1%), Advanced Micro Devices Inc. (5.8%), Aar Corp (5.5%). View all PLIEX holdings, sector breakdown, or dividend history.

PLIEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLIEX alternatives are available via the screener, along with tax-loss harvesting opportunities.