Welcome to Plumb Funds
Our goal with the Plumb Funds is to provide a solid foundation for your investment portfolio. As builders will explain, the strength of a plan, and thus its outcome, hinges on whether the foundation is plumb, square and true; only then do you have a solid structure up which to build.
As core managers, we recognize the need for quality holdings with potential for competitive risk-adjustment returns. While other areas of specialization can be added to round out a portfolios diversification, we focus on investments we believe to be used to form the fundamental core holdings on an investment portfolio.
Plumb Fund Values
|Symbol||Fund Name||Date||NAV||Daily Change||Fund Inception|
|PLBBX||Plumb Balanced Fund||08/22/2017||26.57||0.15||05/24/2007|
|PLBEX||Plumb Equity Fund||08/22/2017||27.40||0.30||05/24/2007|
The Plumb Balanced Fund and the Plumb Equity Fund proudly follow the Wisconsin Capital Management tradition of striving to produce solid risk-adjusted returns by buying quality companies when they can be purchased at what we believe are depressed prices when compared to our estimates of value. We also seek out companies that we believe are well-positioned to benefit from current market conditions with a goal of out-performing over the entire business cycle.
To achieve a better risk-adjusted return on its equity investments, the Funds invest in many types of stocks, including a blend of large, mid-sized and small company stocks. We believe that holding a diverse group of stocks and, in the case of the Balanced Fund, bonds as well, holds the potential to provide competitive returns under different market environments, as opposed to a more narrow choice of investment styles. Our flexible approach to investing enables us to adapt to changing market trends and conditions and to invest where we believe opportunity exists.
Start Building a Solid Foundation for your financial future today with the Plumb Funds!