Plumb Funds Morningstar Ratings Press Release

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News

Plumb Funds Morningstar Ratings Press Release

Plumb Balanced Fund Earns Five Stars; Equity Fund Earns Four Stars: “The funds have maintained a disciplined investment strategy that has served shareholders very well.”

Plumb Funds Quarterly and Year-End Update

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Commentary

Plumb Funds Quarterly and Year-End Update

We are pleased to report very favorable results for the Plumb Funds for both the quarter and the calendar year. World stock markets continued their advance in the fourth quarter of 2017.

Kiplinger: Plumb Equity Fund Looks For Bargains In Large Growth Stocks

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News

Kiplinger: Plumb Equity Fund Looks For Bargains In Large Growth Stocks

The recent market correction provided an opportunity to buy stocks at a discount, add to key holdings and initiate new positions. Prospective holdings in the Fund depend on worldwide trends that Tom Plumb believes will “transcend short-term ebbs and flows in the stock market.” He has found large, fast-growing companies often have the potential to withstand this kind of short-term volatility.

Reuters: Investors Shrug Off U.S. Government Shutdown

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News

Reuters: Investors Shrug Off U.S. Government Shutdown

Tom Plumb expects to see volatility in the market place, but sees potential for upside with strong economy and moderate interest rates.

Reuters: Wall St. Up Sharply As Fear Of Rising Interest Rates Ebbs

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News

Reuters: Wall St. Up Sharply As Fear Of Rising Interest Rates Ebbs

Tom Plumb expects to see volatiltiy in the marketplace, but sees potential for upside with a strong economy and moderate interest rates.

Wall Street Journal: Amazon Is Taking Over The Stock Market, Too

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News

Wall Street Journal: Amazon Is Taking Over The Stock Market, Too

As technology names continue to lead the market this year, Tom Plumb thinks that there’s not much limit to the upside potential when you have a company that can really grow and innovate.

Bloomberg Radio: Tom Plumb On Opportunities In Tech Stocks

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News

Bloomberg Radio: Tom Plumb On Opportunities In Tech Stocks

Tom Plumb discusses the market, Plumb Balanced Fund strategy and a few stock picks with Carol Massar and Pimm Fox. He thinks the biggest mistake investors make is they don’t stay with something…

CNBC: The Market Correction Was Technical

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News

CNBC: The Market Correction Was Technical

Tom Plumb doesn’t think we’ll have big inflation problem in the next few years. He believes we’re just going through some natural corrections in the market.

Wall Street Journal: Apple Posts Record Results Even With Fewer Iphones Sold

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News

Wall Street Journal: Apple Posts Record Results Even With Fewer Iphones Sold

Tom Plumb comments on Apple, following the company’s recent revenue report. He says that the company needs to figure out how to get recurring revenue streams so they’re not “holding their breath on each new product launch.”

MarketWatch: Stock Market Hits Another Round Of Records

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News

MarketWatch: Stock Market Hits Another Round Of Records

Tom Plumb comments on the market as it hit another record. He says that we’re starting to put together the puzzle of how the tax law will impact companies across the economy. He thinks the impact will be positive.

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. 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.

Diversification does not assure a profit nor protect against loss in a declining market.

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

Any tax or legal information provided isn’t an exhaustive interpretation of some of the current income tax regulations. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.

References to other mutual fund products should not be interpreted as offers of those securities.

The Funds' investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free hard-copy version by calling 1-866.987.7888 or you may download a prospectus here. Read it carefully before investing.

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.