Wisconsin Capital Management - Madison, WI

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
PLBBXPlumb Balanced Fund09/21/201726.79-0.0305/24/2007
PLBEXPlumb Equity Fund09/21/201727.87-0.0405/24/2007

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!

Mutual fund investing involves risk. Principal loss is possible. The Funds may invest in smaller companies, which involve additional risks such as limited liquidity and greater volatility. The Funds may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. The Plumb Balanced Fund will invest in debt securities, which typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities.

The Plumb Funds are distributed by Quasar Distributors, LLC. Wisconsin Capital Management is the adviser to the Plumb Funds.

For more information on the funds, including a free hard copy prospectus which explains management fees and expenses and the special risks of investing in the funds, please call 1-866-987-7888. Please read it carefully before investing. An investor should consider a fund’s investment objectives, risks, and charges and expenses carefully before investing.

The Plumb Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Plumb Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

866-987-7888 - info@wiscap.com