Plumb Equity Fund

Class Other (PLBEX)
Scorecard
1 / 5 Stars
Lipper
1 1 3 1 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

#307 in Large Blend

U.S. News evaluated 492 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 21.38 percent over the past year, 7.84 percent over the past three years, and 14.65 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 2.3%
1 Year 21.4%
3 Years (Annualized) 7.8%
5 Years (Annualized) 14.7%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets, including borrowings for investment purposes, in common stocks and other equity securities, such as exchange-traded funds (ETFs), options, preferred stocks and securities convertible into such equity securities. It generally invests in higher quality companies that are trading at significant discounts to portfolio managers' estimates of their intrinsic value. These companies may include large, medium, and smaller-sized companies.

Fees

Fees are Above Average compared to funds in the same category.
Plumb Equity Fund has an expense ratio of 1.40 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Wisconsin Capital Management Funds