PLBBX Mutual Fund (Plumb Balanced Fund Investor Class) is managed by Plumb Funds with $36.1M in net assets. PLBBX expense ratio is 1.44%, holding 59 positions across sectors including Unknown. Inception date: 2007-05-24.

PLBBX performance shows a YTD return of 9.98%. The 1-year return is 16.82% and the 5-year return is 7.60%. PLBBX dividend yield stands at 8.51%, paid annually.

PLBBX top holdings include NVDA (6.3%), MOD (4.5%), GOOG (4.3%), AIR (3.5%), MA (3.2%). View all PLBBX holdings, sector breakdown, or dividend history.

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