PLABX Mutual Fund
NAV$35.65
AUM$100,304.11
TER1.44%
Holdings59
PLABX Mutual Fund
NAV$35.65
Plumb Balanced Fund Class A
AUM$100,304.11
TER1.44%
Holdings59
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PLABX Mutual Fund Sector Allocation
PLABX sector allocation breaks down across Information Technology (23.3%), Other (22.5%), Industrials (18.1%), Financials (13.2%), Energy (6.7%). Across 59 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
PLABX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
PLABX geographic allocation shows country exposure. PLABX overlap calculator reveals how sector exposure compares with other funds.