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 Balanced Fund.
Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security.
Earnings growth is not a measure of the Fund’s future performance.
S&P 500 Index - an unmanaged index widely regarded as the standard for measuring large-cap U.S. stock market performance.
Dow Jones Industrial Average
Nasdaq Composite - a market capitalization-weighted index designed to represent the performance of the National Market System with includes over 5,000 stocks traded only over-the-counter and not on an exchange.
STOXX Europe 600, also called STOXX 600, SXXP- a stock index of European stocks designed by STOXX Ltd. A series of market indexes that are representative of the European and global markets. While there are global STOXX indexes, the majority of the focus is placed on the European market.
FTSE - Financial Times Stock Exchanges 100 Index - a share index of the 100 companies listed on the London Stock Exchange with the highest market capitalization.
MSCI World Equity Index - a broad global equity index that represents large and mid-cap equity performance across 23 developed markets countries.
It is not possible to invest directly in an index.