MENU
OUR PRODUCTS
MOBILE APPS
GENERAL INFO
Help
© 2013-2024 All rights reserved. Tickeron Inc.
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
68097700.00
Manager Tenure
N/A

Fundamentals

PLBBX
Net Assets
68.1M
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
38M
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
16.429
Annual Yield % from dividends
0.85
Returns for 1 year
24.43
Returns for 3 years
-4.03
Returns for 5 years
26.98
Returns for 10 years
93.91
View a ticker or compare two or three
GO
VS
Compare
VS
Compare
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

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