PLBBX Mutual Fund

PLBBX Mutual Fund (Plumb Balanced Fund Investor Class) is managed by Plumb Funds with $34.7M in net assets. PLBBX expense ratio is 1.44%, holding 59 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2007-05-24.

PLBBX performance shows a YTD return of 9.65%. The 1-year return is 12.37% and the 5-year return is 5.57%. PLBBX dividend yield stands at 8.53%, paid annually.

PLBBX top holdings include Nvidia Corp (6.5%), Advanced Micro Devices Inc (5.3%), Alphabet Inc,class A (4.4%), Modine Manufacturing Company (4.3%), Aar Corp [Air] (4.2%). Go to all PLBBX holdings, PLBBX sectors, or PLBBX dividends.

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