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 - an unmanaged index of common stocks comprised of major industrial companies and assumes reinvestment of dividends.
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.
ICE U.S. Dollar Index - a measure of the value of the United States Dollar relative to a basket of foreign currencies, often referred to as a basket of U.S. trade partners' currencies. The index goes up when the U.S. dollar gains "strength" (value) when compared to other currencies.
SXXP - STOXX Europe 600, also called STOXX 600, SXXP, is 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.
DAX Index - Deutscher Aktienindex (German Stock Index) is a blue chip stock market index consisting of the 30 major German companies trading on the Frankfurt Stock Exchange.
It is not possible to invest directly in an index.