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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Showing 10 of 59 holdings(as of Mar 31, 2026)Top 10 Weight: 36.75%
PLABX Mutual Fund Top Holdings
PLABX holdings top 10 positions. The top 10 holdings account for 36.8% of the fund, led by Nvidia Corp. at 6.3%, Modine Manufacturing Company at 4.5%, Alphabet Inc. C at 4.3%.
PLABX portfolio concentration is moderate, with the top 10 representing 36.8% of total assets. The largest sector exposure is Information Technology at 23.3%.
PLABX sector allocation provides a detailed breakdown. PLABX overlap tool shows how holdings compare to other funds in your portfolio.