PLBEX Mutual Fund (Plumb Equity Fund Investor Class) is managed by Plumb Funds with $17.6M in net assets. PLBEX expense ratio is 1.50%, holding 30 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2007-05-24.

PLBEX performance shows a YTD return of 12.80%. The 1-year return is 19.45% and the 5-year return is 13.02%. PLBEX dividend yield stands at 4.38%, paid annually.

PLBEX 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 PLBEX holdings, sector breakdown, or dividend history.

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