Plumb Balanced is trading at 40.10 as of the 24th of November 2025; that is 1.34 percent increase since the beginning of the trading day. The fund's open price was 39.57. Plumb Balanced has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 26th of August 2025 and ending today, the 24th of November 2025. Click here to learn more.
The fund invests in a diversified portfolio of common stocks and fixed income securities. Plumb Balanced is traded on NASDAQ Exchange in the United States. More on Plumb Balanced Fund
Plumb Balanced Fund [PLBBX] is traded in USA and was established 24th of November 2025. The fund is listed under Allocation--50% to 70% Equity category and is part of Plumb Funds family. This fund at this time has accumulated 62.02 M in assets with no minimum investment requirementsPlumb Balanced is currently producing year-to-date (YTD) return of 5.81% with the current yeild of 0.01%, while the total return for the last 3 years was 14.36%.
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Other Information on Investing in Plumb Mutual Fund
Plumb Balanced financial ratios help investors to determine whether Plumb Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Plumb with respect to the benefits of owning Plumb Balanced security.