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PLBEX
Mutual Fund ticker: NASDAQ
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NET ASSETS

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

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
N/A
Min. Initial Investment
2500.00
Fund Existence
over 17 years
Turnover
43.00
Front Load
N/A
Net Assets
27695632.00
Manager Tenure
N/A

Fundamentals

PLBEX
Net Assets
27.7M
Fund Existence
over 17 years
Turnover
43.00
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
Large Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
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
14.8M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
30.00
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
19.789
Annual Yield % from dividends
0.00
Returns for 1 year
31.74
Returns for 3 years
-20.89
Returns for 5 years
6.14
Returns for 10 years
40.63
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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