Plumb Mutual Funds List
Here you can find all mutual funds issued by Plumb and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.19%
- Avg. 1 Year Return
- 8.50%
- Avg. 5 Year Return
- 4.63%
- Median Risk/Return Score
- 19 / 100
Plumb Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Plumb Balanced Fund | Diversified Portfolio | May 23, 2007 | 1.19% | 5.72% | 9.37% | 8.88% | 26 | ||||||||
| Plumb Equity Fund | Large Cap Growth Equities | May 24, 2007 | 1.19% | 5.06% | 12.67% | 4.72% | 12 |
Explore top Plumb Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Plumb Mutual funds by Risk/Return Score
The top Plumb Mutual funds by PortfoliosLab Risk/Return Score are PLBBX (26) and PLBEX (12).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Plumb Balanced Fund | 26 | — | May 2007 | |
| Plumb Equity Fund | 12 | — | May 2007 |
Best-Performing Plumb Mutual funds Over 5 Years
The top Plumb Mutual funds is PLBBX (4.77%).
Across the lineup, Plumb Mutual funds show an average 1-year return of 8.50% and an average 5-year return of 4.63%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Plumb Balanced Fund | 4.77% | — | May 2007 | |
| Plumb Equity Fund | 4.49% | — | May 2007 |
Lowest-Cost Plumb Mutual funds
The top Plumb Mutual funds is PLBEX (1.19%).
With an average expense ratio of 1.19%, Plumb Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Plumb Equity Fund | 1.19% | — | May 2007 | |
| Plumb Balanced Fund | 1.19% | — | May 2007 |
Highest-Yield Plumb Mutual funds
The top Plumb Mutual funds is PLBBX (8.88%).
Across the lineup, Plumb Mutual funds show an average dividend yield of 6.80%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Plumb Balanced Fund | 8.88% | — | May 2007 | |
| Plumb Equity Fund | 4.72% | — | May 2007 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.