Plumb Balanced Fund (PLBBX) Alternatives
Plumb Balanced Fund (PLBBX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PLBBX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PLBBX
PLBBX charges 1.19% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PLBBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PLBBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PLBBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PLBBX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PLBBX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | PLBBX vs MAANX |
Best Risk-Adjusted Alternatives to PLBBX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | PLBBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PLBBX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PLBBX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PLBBX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PLBBX vs PMAIX |
Top Performing PLBBX Alternatives (YTD)
PLBBX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | PLBBX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PLBBX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PLBBX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PLBBX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PLBBX vs CONWX |
Lowest Volatility Alternatives to PLBBX
PLBBX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | PLBBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PLBBX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PLBBX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PLBBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PLBBX vs SICIX |
Lowest Drawdown Alternatives to PLBBX
PLBBX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | PLBBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PLBBX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PLBBX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PLBBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PLBBX vs SICIX |
Other Mutual Funds from Plumb Funds
Most popular Plumb Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Plumb Equity Fund | Large Cap Growth Equities | 11 | -12.08% | May 24, 2007 | PLBBX vs PLBEX |
Compare PLBBX with Any Fund or Stock
Compare PLBBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.