Reuters: Apple Optimistic As Accessories, IPhone Price Cuts Help China Sales

April 30, 2019

News

Reuters: Apple Optimistic As Accessories, IPhone Price Cuts Help China Sales

As a shareholder, Tom Plumb comments on recent Apple activity. He’s optimistic based on the company’s quarter-end performance.

Post author By webmaster
Post date April 30, 2019

As a shareholder, Tom Plumb comments on recent Apple activity. He’s optimistic based on the company’s quarter-end performance.

Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice. References to other mutual funds should not be interpreted as an offer of these securities.

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Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-866-987-7888 or visiting www.plumbfunds.com.

Click here for holdings and most recent quarter-end performance for the Plumb Equity Fund.

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Earnings per share (EPS) is the portion of a company’s profit allocated to each share of common stock and is calculated by taking the total earnings dividend by the number of shares outstanding.

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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. Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales. Temporary Defensive Positions: Under adverse market conditions the Fund could invest a substantial portion of its assets in US Treasury securities and money market securities which could reduce the benefit from any upswing in the markets.

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. Investment by the Fund in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. Investments in Asset Backed and Mortgage Backed Securities include additional risks that investors should be aware of such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. The Fund may engage in short-term trading, which could produce higher transaction costs and taxable distributions and lower the fund’s after-tax performance.

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Investment performance reflects fee waivers. In the absence of these waivers, returns would be reduced.

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The Plumb Funds are distributed by Quasar Distributors, LLC.

Wisconsin Capital Management, the advisor to the funds, is a registered investment advisory firm based in Madison, Wisconsin, founded in 1984. Plumb Funds is a registered trademark of Wisconsin Capital Funds, Inc.