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Plumb Equity Investor (PLBEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.56+0.10 (+0.34%)
At close: 08:00PM EDT

Plumb Equity Investor

Madison WI 53717

1200 John Q Hammons Drive, 2nd Floor

Wisconsin Capital Funds Inc

Management information
Thomas G. Plumb,Lead manager since 23 May 2007
Mr. Plumb is a Principal and the founder of Wisconsin Capital Management, LLC, since January 2004, a firm that traces its origins back over thirty years. He has over thirty years of experience as an investment professional including twenty years as the lead manager of two balanced mutual funds, the Thompson Plumb Balanced Fund and the Dreyfus Premier Balanced Opportunity Fund. Mr. Plumb earned a Bachelor of Business Administration degree from the University of Wisconsin-Madison in 1975 and also holds a Chartered Financial Analyst (CFA) designation.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyPlumb Funds
Net assets26.1M
YTD return8.64%
Yield0.00%
Morningstar rating★★
Inception date23 May 2007

Fund operations

Last dividend0.15
Last cap gain30.00
Holdings turnover43.00%
Average for categoryN/A

Fees and expenses

ExpensePLBEXCategory average
Annual report expense ratio (net)1.26%0.99%
Prospectus net expense ratio1.26%N/A
Prospectus gross expense ratio2.26%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A