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.
ADR - an American Depository Receipt is a negotiable certificate issued by a U.S. bank representing a specified number of shares (or one share) in a foreign stock traded on a U.S. exchange. ADRs are listed on either the NYSE, AMEX or Nasdaq, but they are also sold OTC.
Correlation - a measure of how investmetns move in relationship to one another and when. According to modern portfolio theory, MPT, you can reduce the overall risk in an investment portfolio and boost overall return potential by investing in asset combinations that are not correlated.