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 1213 Large Growth Funds category, based on risk-adjusted returns as of 3/31/2018.

FACT SHEET

PLBBX

PLUMB BALANCED FUND

Overall, among 680 Allocation-50% to 70% Equity Funds category, based on risk-adjusted returns as of 3/31/2018.

FACT SHEET

DAILY PRICE

TICKERPRICE$CHG
Plumb Balanced Fund31.15$0.06
Plumb Equity Fund32.90$0.15
Closing Price (NAV) as of 6/20/2018  

PROSPECTUS

RECENT PRESS

Tom Plumb sees a strong dollar and the advent of new technologies fostering greater productivity for companies and individuals in this radio interview with Bloomberg's DayBreak... More
It’s about how, not where, people spend money, says fund manager Tom Plumb. Tom is fascinated by the digitization of payment systems across the globe. The Plumb Balanced Fund is unusual in that the stock... More
This spotlight on balanced funds reviewed the Plumb Balanced Fund among its peers – a category of funds that rebalance assets between stocks and bonds to a set... 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.