Below you will find downloadable XBRL files containing information taken from the Funds’ prospectus regarding objectives, fees and expenses, investments, risks and performance. These XBRL files do not include all the information contained in the full Prospectus, which is located here.
What Are XBRL Files?
XBRL (eXtensible Business Reporting Language) files are a special formatted data file developed specifically for business and financial reporting. You will need special viewer software to read XBRL filings which can be downloaded from the SEC's website.
The filings available for download for the Plumb Funds are listed below. The Funds' Prospectus is updated once a year. Any revisions are made through the Prospectus Supplement filings, but these filings may include only sections that were changed.
|Type of Filing
|Plumb Funds' Prospectus
||Plumb Balanced Fund, Plumb Equity Fund
||[ Download ]
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.