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PLBBX Chart NMFQS:PLBBX

Allocation--50% to 70% Equity | Plumb Funds
$40.25
↓ $-0.16 (-0.40%)
Last Updated: Jul 09, 2026

PLBBX Price Chart

3M 6M YTD 1Y 5Y 10Y Max
This chart displays NAV data for Plumb Balanced Fund Investor Shares (PLBBX). For complete fund information and metrics, visit the Plumb Balanced Fund Investor Shares (PLBBX) fund's overview page.


Performance Summary

YTD Return 8.64%
1-Year Return 19.65%
3-Year Return 16.02%
5-Year Return 7.03%
NAV $40.25
Previous Close $40.41

Fund Metrics

Net Assets $67.52 Million
Expense Ratio 1.44%
Dividend Yield 0.09%
Morning Star Rating -
Inception Date 2007-05-24
Update Date 2026-03-31