PLBEX Mutual Fund
NAV$34.58
AUM$18M
TER1.50%
Holdings30
PLBEX Mutual Fund
NAV$34.58
Plumb Equity Fund Investor Class
AUM$18M
TER1.50%
Holdings30
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PLBEX Mutual Fund Sector Allocation
PLBEX 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.
PLBEX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
PLBEX geographic allocation shows country exposure. PLBEX overlap calculator reveals how sector exposure compares with other funds.