CHANGE

Who’s driving it? Who’s enabling it?
Who’s benefitting?

Tom Plumb talks about
innovations in healthcare
that may drive opportunities
In our opinion, it’s
how we pay,
not what we buy,
that matters.
previous arrow
next arrow
Slider
The Plumb Funds invest in companies we believe are innovators with the potential to disrupt entire sectors. We look for companies poised to benefit from the change, and over the long term, yield a recurring revenue growth stream and profitability.

PLBEX

PLUMB EQUITY FUND

Overall, among 1247 Large Growth Funds category, based on risk-adjusted returns as of 12/31/2018.

FACT SHEET

PLBBX

PLUMB BALANCED FUND

Overall, among 697 Allocation-50% to 70% Equity Funds category, based on risk-adjusted returns as of 12/31/2018.

FACT SHEET

DAILY PRICE

TICKERPRICE$CHG
Plumb Balanced Fund28.95$0.05
Plumb Equity Fund25.59$0.06
Closing Price (NAV) as of 1/23/2019  

PROSPECTUS

RECENT PRESS

Commenting on the Trump-Xi trade meeting, Tom Plumb says that the best expected outcome for investors would be concrete signs of a truce and an outlined path forward that will allow for more negotiations... More
Tom Plumb shares his insights on payment and online companies. He likes their embedded, competitive advantage and need to innovate and grow.  Please note: Tom Plumb's interview starts at... More
Commenting on Apple's recent quarterly forecast and accounting changes, Tom Plumb says that technology companies are tending to be more conservative due to market uncertainty and concern about overall... More
CHANGING THE WAY WE PAY
The digitization of how we pay for goods and services today has presented the Plumb Funds with an exciting theme in our portfolios. We’re far more intrigued with how people pay than with where they buy or what they are buying. We dig deep into what companies are benefitting from secular changes – what payment systems are leading the pack, who are the processing and security companies behind the scenes and what countries across the globe are making inroads.