This spotlight on balanced funds reviewed the Plumb Balanced Fund among its peers – a category of funds that rebalance assets between stocks and bonds to a set allocation.
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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.
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 Equity Fund.
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.
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