PLBEX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Plumb Equity Investor (PLBEX) Ownership - Who owns Plumb Equity Investor?

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

Category: #Large Growth

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

PLBEX

Net Assets

24.8M

Fund Existence

almost 18 years

Turnover

14.00

Total Expense Ratio

1.50

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Large Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.25

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

Fund Share Class Net Assets

12.4M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

27.00

Number of Net Holdings

27.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

54.10%

Gain YTD

-7.864

Annual Yield % from dividends

0.25

Returns for 1 year

-5.13

Returns for 3 years

7.03

Returns for 5 years

24.36

Returns for 10 years

14.81

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General Information

Category LargeGrowth

Profile

Fundamentals

Details