Plumb Equity Fund (PLBEX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PLBEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLBEX
PLBEX charges 1.19% annually. There are 354 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | PLBEX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PLBEX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | PLBEX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | PLBEX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | PLBEX vs VIGAX |
Best Risk-Adjusted Alternatives to PLBEX
PLBEX has a PortfoliosLab risk / return rank of 23. There are 272 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | PLBEX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | PLBEX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | PLBEX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | PLBEX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | PLBEX vs POGRX |
Top Performing PLBEX Alternatives (YTD)
PLBEX is at 11.89% YTD. There are 120 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | PLBEX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | PLBEX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | PLBEX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | PLBEX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | PLBEX vs FOKFX |
Lowest Volatility Alternatives to PLBEX
PLBEX has 17.87% 1-year volatility. There are 349 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | PLBEX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | PLBEX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | PLBEX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | PLBEX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | PLBEX vs AWYIX |
Lowest Drawdown Alternatives to PLBEX
PLBEX has a 1-year max drawdown of -16.06%. There are 256 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | PLBEX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | PLBEX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | PLBEX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | PLBEX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | PLBEX vs AQEIX |
Other Mutual Funds from Plumb Funds
The 1 most viewed Plumb Funds mutual funds shown here include PLBBX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Plumb Balanced Fund | Diversified Portfolio | 42 | 9.23% | — | May 2007 | PLBEX vs PLBBX |
Often Compared With PLBEX
Investors most often compare PLBEX with QQQ, BPTRX, PROVX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PLBEX with Any Fund or Stock
Compare PLBEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLBEX with funds that move differently
Plumb Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLBEX.
Explore PLBEX Diversifiers