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.
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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 1258 Large Growth Funds category, based on risk-adjusted returns as of 9/30/2018.

FACT SHEET

PLBBX

PLUMB BALANCED FUND

Overall, among 703 Allocation-50% to 70% Equity Funds category, based on risk-adjusted returns as of 9/30/2018.

FACT SHEET

DAILY PRICE

TICKERPRICE$CHG
Plumb Balanced Fund28.68$-0.65
Plumb Equity Fund28.13$-1.14
Closing Price (NAV) as of 11/19/2018  

PROSPECTUS

RECENT PRESS

As investor worries continue over unresolved trade issues between the U.S. and China, Tom Plumb thinks investors should avoid emerging markets and China for a while and use market weakness as a buying... More
Tom Plumb thinks that stocks benefitting from societal trends are worth considering. With the transition from cash to digital transactions, he believes processors such as Visa and Mastercard are good... More
Tom Plumb doesn't feel that the Turkey crisis will affect world economics. He remains bullish on U.S. stocks and suggests avoiding debt-ridden emerging... 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.