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Plumb Balanced Fund Investor Shares (0P00008TI5)

US Funds

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37.290 +0.010 +0.03%

11/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Wisconsin Capital Management

Asset Class: Equity

Morningstar Rating:
Total Assets: 37.53M

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Plumb Balanced Fund Investor Shares Overview

Find basic information about the Plumb Balanced Fund Investor Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00008TI5 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US9765861078)

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Technical Chart

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Rating

1-Year Change3.9%

Prev. Close37.28

Risk Rating

TTM Yield0.79%

ROE36.97%

IssuerWisconsin Capital Management

Turnover13%

ROA18.56%

Inception DateMay 24, 2007

Total Assets37.53M

Expenses1.44%

Min. Investment2,500

Market Cap266.17B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1195	1041	1243	1171	1491	2290
Fund Return	19.55%	4.08%	24.32%	5.4%	8.31%	8.64%
Place in category	41	162	53	227	211	40
% in Category	8	30	9	37	35	10

Top Equity Funds by Plumb Funds

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Plumb Equity Fund		14.26M	24.87	6.20	12.11

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	113.31B	2.88	7.03	8.59
Vanguard Wellington Admiral	100.34B	2.27	6.17	8.84
American Funds American Balanced R6	56.89B	2.94	7.37	8.93
Vanguard Balanced Index Adm	47.01B	2.10	6.18	8.47
Fidelity Balanced K	42.26B	1.89	7.33	10.01

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	5.72	131.14	-1.25%
Alphabet A	US02079K3059	3.33	183.61	-0.92%
Microsoft	US5949181045	3.28	409.04	-0.58%
Mastercard	US57636Q1040	3.25	564.60	-0.02%
Visa A	US92826C8394	3.24	351.49	+0.22%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Buy	Buy
Technical Indicators	Sell	Strong Sell	BUY
Summary	Sell	Neutral	Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Plumb Balanced Fu.	37.290	+0.010	+0.03%