PLBBX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

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

The investment seeks a high total return through capital appreciation while attempting to preserve principal, and secondarily seeks current income... Show more

Category: #Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

PLBBX

Net Assets

59.4M

Fund Existence

almost 18 years

Turnover

25.00

Total Expense Ratio

1.44

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

1.58

Assets in Top Ten Holdings

21.7M

Average Credit Quality

N/A

Average Effective Duration

2.44

Average Effective Maturity

9.65

Fund of Funds

Fund Share Class Net Assets

32.9M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

3.01

No Load Fund

Yes

Number of Long Holdings

54.00

Number of Net Holdings

54.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

34.51%

Gain YTD

-3.930

Annual Yield % from dividends

1.31

Returns for 1 year

-6.41

Returns for 3 years

2.52

Returns for 5 years

32.63

Returns for 10 years

60.52

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details