PLIEX Mutual Fund

PLIEX Mutual Fund (Plumb Equity Fund Institutional Class) is managed by Plumb Funds with $17.3M 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 5.78%. PLIEX dividend yield stands at 4.44%, paid annually.

PLIEX top holdings include Nvidia Corp. (13.2%), Alphabet Inc Common Stock USD 0.001 (7.8%), Vse Corp (6.1%), Advanced Micro Devices Inc. (5.8%), Aar Corp (5.5%). 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.