PLAEX Mutual Fund
NAV$28.35
AUM$64,653.96
TER1.50%
Holdings30
PLAEX Mutual Fund
NAV$28.35
Plumb Equity Fund Class A
AUM$64,653.96
TER1.50%
Holdings30
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PLAEX Mutual Fund Sector Allocation
PLAEX sector allocation breaks down across Information Technology (39.1%), Industrials (21.1%), Financials (10.1%), Communication Services (7.8%), Health Care (6.9%). Across 30 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
PLAEX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
PLAEX geographic allocation shows country exposure. PLAEX overlap calculator reveals how sector exposure compares with other funds.