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PLIBX Chart NMFQS:PLIBX

Allocation--50% to 70% Equity | Plumb Funds
$40.98
↑ $0.09 (0.22%)
Last Updated: Oct 20, 2026

PLIBX Price Chart

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


Performance Summary

YTD Return 10.73%
1-Year Return 12.66%
3-Year Return 15.22%
5-Year Return 6.16%
NAV $40.98
Previous Close $40.89

Fund Metrics

Net Assets $67.08 Million
Expense Ratio 1.19%
Dividend Yield 0.00%
Morning Star Rating -
Inception Date -
Update Date 2026-09-30