PLABX Mutual Fund (Plumb Balanced Fund Class A) is managed by Plumb Funds with $100,304.11 in net assets. PLABX expense ratio is 1.44%, holding 59 positions across sectors including Information Technology, Other, Industrials. Inception date: 2021-02-08.

PLABX performance shows data across multiple time periods. The 1-year return is -6.15% and the 5-year return is 2.92%.

PLABX top holdings include Nvidia Corp. (6.3%), Modine Manufacturing Company (4.5%), Alphabet Inc. C (4.3%), Aar Corp (3.5%), Mastercard Inc (3.2%). View all PLABX holdings, sector breakdown, or dividend history.

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