Plumb Balanced Fund earns an Above Average Process Pillar rating. The most meaningful contributor to the rating is the firm's retention rate of the firm's portfolio managers, which is 100% over ...

Plumb Balanced Fund earns an Above Average Process Pillar rating. The main driver of the rating is the firm's retention rate of the firm's portfolio managers, which is 100% over the timeframe for ...

The Fund seeks long-term capital appreciation. The Fund normally invests at least 80% of its assets in equity securities; which are generally higher quality companies that are trading at ...

CEO and lead portfolio manager at Plumb Funds in Madison, Wisconsin. "We are still in the spot where if you look at the top 11 market-cap companies in the S&P 500, they're expected to have 50 per ...

The Fund 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 ...