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PLAEX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Plumb Equity A (PLAEX) Ownership - Who owns Plumb Equity A?

The investment seeks long-term capital appreciation... Show more

Category: #Large Growth

Profile

Category
Large Growth
Address
Wisconsin Capital Funds Inc1200 John Q Hammons Drive, 2nd FloorMadison
Phone
N/A
Web
www.plumbfunds.com

Details

Group
Domestic Stock Funds
Category
Large Growth
Total Expense Ratio
1.50
Min. Initial Investment
250.00
Fund Existence
over 4 years
Turnover
14.00
Front Load
5.75
Net Assets
26663700.00
Manager Tenure
N/A

Fundamentals

PLAEX
Net Assets
26.7M
Fund Existence
over 4 years
Turnover
14.00
Total Expense Ratio
1.50
Front Load
5.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
250
Min. Initial Investment IRA
N/A
Morningstar Category
Large Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.52
Assets in Top Ten Holdings
10.9M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
62.4K
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.65
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
27.00
Number of Net Holdings
28.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
55.87%
Gain YTD
-0.433
Annual Yield % from dividends
0.25
Returns for 1 year
2.59
Returns for 3 years
43.69
Returns for 5 years
N/A
Returns for 10 years
N/A
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General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Wisconsin Capital Funds Inc1200 John Q Hammons Drive, 2nd FloorMadison
Phone
N/A
Web
www.plumbfunds.com