PLAEX Mutual Fund (Plumb Equity Fund Class A) is managed by Plumb Funds with $64,653.96 in net assets. PLAEX expense ratio is 1.50%, holding 30 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2021-02-08.

PLAEX performance shows data across multiple time periods. The 1-year return is -9.22% and the 5-year return is 0.88%.

PLAEX top holdings include Nvidia Corp. (13.2%), Alphabet Inc Common Stock USD 0.001 (7.8%), Vse Corp (6.1%), Advanced Micro Devices Inc. (5.8%), Aar Corp (5.5%). View all PLAEX holdings, sector breakdown, or dividend history.

PLAEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLAEX alternatives are available via the screener, along with tax-loss harvesting opportunities.