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 standardized performance for the Plumb Equity Fund.
Click here for standardized performance for the Plumb Balanced Fund.
Click here for holdings and most recent quarter-end performance for the Plumb Balanced Fund.
Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.
Definitions of terms and indices
Cash flow measures the cash generating capability of a company, calculated by subtracting total liabilities from total assets.
NASDAQ Composite Index is a market capitalization-weighted index that is designed to represent the performance of the National Market System which includes over 5,000 stocks traded only over-the-counter and not on an exchange.
One cannot invest in an index.