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Plumb Balanced (PLBBX)

On Feb 10: 15.44 USD  Up 0.14 (0.92%)  
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 PLUMB BALANCED FUND Delayed quote dataEdit
Net Asset Value:15.44
Trade Time:Feb 10
Change:Up 0.14 (0.92%)
Prev Close:15.44
YTD Return*:19.83%
Net Assets*:43.18M
Yield*:2.35%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for PLBBX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:N/A
Total Assets:43.18M
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:19.83%
5y Avg Return:N/A
Rank in Category (ytd):828
% Rank in Category (ytd):69.93%
Beta (3y):
Morningstar Risk Rating:
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks a high total return through capital appreciation while attempting to preserve principal, and secondarily seeks current income. The fund invests in a diversified portfolio of common stocks and fixed income securities. It normally invests at least 50% of total asset in common stocks. The fund also normally invests at least 25% of total assets in fixed income senior securities. It generally invests in investment grade fixed income securities, although it may invest up to 5% of total assets in securities rated below investment grade.
Fund Profile


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