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 is an unmanaged index which is widely regarded as the standard for measuring large-cap U.S. stock market performance. One cannot invest in an index.
Cash flow measures the cash generating capability of a company, calculated by subtracting total liabilities from total assets.
Earnings per share (EPS) is calculated by taking the total earnings dividend by the number of shares outstanding.
Price to Earnings (P/E) Ratio is a common tool for comparing the prices of different common stocks and is calculated by dividing the current market price of a stock by the earnings per share. The P/E ratio is not a measure of future performance or growth.
Funds in allocation categories seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. The Morningstar 50%-70% equity allocation category portfolios are dominated by domestic holdings and have equity exposures between 50% and 70%.