Category: Ideas

Coronavirus: Effects on the global markets | Video

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Ideas

Coronavirus: Effects on the global markets | Video

CORONAVIRUS: Effects on the global markets

Manager Q&A: The Next Market Downturn (Or, are we still in record setting territory?)

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Ideas

Manager Q&A: The Next Market Downturn (Or, are we still in record setting territory?)

What are you anticipating over the next 12 months? Should investors be preparing for a downturn?

Can You Compensate For Credit Risk?

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Ideas

Can You Compensate For Credit Risk?

Have you noticed that interest rates are very low and bond prices volatile?

Tom Plumb On The “New Economy”

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Ideas

Tom Plumb On The “New Economy”

Investing in the “new” economy. What’s driving the change?

Urban Myths About Stock Market Diversification

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Ideas

Urban Myths About Stock Market Diversification

Does international diversification really reduce risk?

Tom Plumb on Growth and Value Investing | Video

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Ideas

Tom Plumb on Growth and Value Investing | Video

Tom Plumb addresses the belief that over time value investing outperforms growth investing.

When Patterns Are Broken New Worlds Emerge | Video

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Ideas

When Patterns Are Broken New Worlds Emerge | Video

Tom Plumb discusses how technology is impacting the world we live in. Big data and the fourth industrial revolution are changing how everything is done.

Manager Q&A: Opportunities in the Market

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Ideas

Manager Q&A: Opportunities in the Market

We believe stocks are the best leading indicator for the economy, not the other way around. Valuations don’t cause or predict market corrections.

Manager Q&A: Opportunities in Healthcare

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Ideas

Manager Q&A: Opportunities in Healthcare

We believe that global healthcare innovation is one area with dynamic opportunities. There has been some tremendous advancement in this field, including new drugs, therapies, early detection, treatment, medical devices, information systems, and robotics, to name just a few.

Contact

The Plumb Funds
c/o US Bancorp Fund Services, LLC
PO Box 701
Milwaukee, WI 53201-0701
Phone: 866-987-7888
Fax: 877-666-6014

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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.