Plumb Balanced Fund Investor Shares (PLBBX) Chart

3M 6M YTD 1Y 5Y 10Y Max

YTD Return 3.13%

1-Year Return 12.09%

3-Year Return 15.22%

5-Year Return 5.14%

NAV $37.93

Previous Close $37.93

Net Assets $66.00 Million

Expense Ratio 1.44%

Dividend Yield 0.09%

Morning Star Rating -

Inception Date 2007-05-24

Update Date 2025-12-31

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