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 a closer substitute for your current allocation.
Cheapest Alternatives to PLBBX
PLBBX charges 1.19% annually. There are 466 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | PLBBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PLBBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PLBBX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | PLBBX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | PLBBX vs BWBIX |
Best Risk-Adjusted Alternatives to PLBBX
PLBBX has a PortfoliosLab risk / return rank of 30. There are 479 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | PLBBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PLBBX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | PLBBX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | PLBBX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | PLBBX vs FSRRX |
Top Performing PLBBX Alternatives (YTD)
PLBBX is at 8.31% YTD. There are 148 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | PLBBX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | PLBBX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | PLBBX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | PLBBX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | PLBBX vs BRUFX |
Lowest Volatility Alternatives to PLBBX
PLBBX has 12.89% 1-year volatility. There are 490 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | PLBBX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | PLBBX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | PLBBX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | PLBBX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | PLBBX vs CSTAX |
Lowest Drawdown Alternatives to PLBBX
PLBBX has a 1-year max drawdown of -7.04%. There are 352 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | PLBBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PLBBX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PLBBX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PLBBX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PLBBX vs CSTAX |
Other Mutual Funds from Plumb
The 1 most viewed Plumb mutual funds shown here include PLBEX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Plumb Equity Fund | Large Cap Growth Equities | 14 | 8.82% | — | May 2007 | PLBBX vs PLBEX |
Often Compared With PLBBX
Investors most often compare PLBBX with PUDZX, BERIX, CONWX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PLBBX with Any Fund or Stock
Compare PLBBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLBBX with funds that move differently
Plumb Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLBBX.
Explore PLBBX Diversifiers