Plumb Funds
Hear what Tom has to say about the current market and why Bloomberg Radio likes having Tom on the show. Plumb Balanced Fund Top 10 Holdings Plumb Equity Fund Top 10 Holdings Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a […]
Tom Plumb, Portfolio Manager of the Plumb Balanced Fund, discusses the latest on the markets with Rishaad Salamat and Bryan Curtis on Bloomberg Daybreak Asia. Listen below: Plumb Balanced Fund Top 10 Holdings Plumb Equity Fund Top 10 Holdings
“Market Recovering from Recent Weakness” on Friday Oct 16th, 2020 Listen Here 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 […]
We are very pleased to share these exciting developments with you, The Plumb Funds introduces: Plumb Fund Institutional Shares SMA initiative based on successful Plumb Funds Strategy & Sales and Distribution support from Cantor Fitzgerald Your browser does not support the video tag. Cantor Fitzgerald has no affiliation with Quasar Distributors, LLC
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. Performance data quoted represents past performance […]
Amazon is the poster company for driving disruptive growth, according to Tom Plumb. He prefers Alibaba to Amazon due to China’s growth trajectory.
Tom Plumb thinks there is still potential upward movement in the market. He discusses areas he sees opportunities, such as subscription-based operating systems.
The delay in U.S. tariffs on Chinese products offered hope of progress in future talks between the two countries. Tom Plumb thinks a major deal is unlikely but sees potential for concessions on both sides. He thinks the market will bounce around for the remainder of the year.
The Plumb Funds are always on the lookout for companies they believe are on “the bleeding edge of technology.” Tom Plumb shares insights and top picks with The Wall Street Transcript.
Tom Plumb offers his insight as the U.S. market rebounds from recent dip. Despite volatility in the market, he believes the U.S. is still the best economy in the world and that the secular bull market will continue.
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.