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PLBBX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Plumb Balanced Investor (PLBBX) Ownership - Who owns Plumb Balanced Investor?

#MovingAverage#Momentum#MACD#Pattern#RSI#Stochastic#Aroon#Bollinger

Profile

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

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
N/A
Min. Initial Investment
2500.00
Fund Existence
over 17 years
Turnover
36.00
Front Load
N/A
Net Assets
68549680.00
Manager Tenure
N/A

Fundamentals

PLBBX
Net Assets
68.5M
Fund Existence
over 17 years
Turnover
36.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
21.7M
Average Credit Quality
N/A
Average Effective Duration
1.34
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
38.3M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
1.45
No Load Fund
No
Number of Long Holdings
55.00
Number of Net Holdings
N/A
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
16.866
Annual Yield % from dividends
0.85
Returns for 1 year
23.27
Returns for 3 years
-5.67
Returns for 5 years
24.16
Returns for 10 years
83.96
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General Information

Category ModerateAllocation

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