Plumb Equity Fund (PLBEX) Research
The Plumb Equity Fund generally commits at least 80% of its total assets, including any borrowed funds for investment, to various equity instruments. These investments can take the form of common stocks, exchange-traded funds (ETFs), options, preferred stocks, and securities convertible into equity. The fund's strategy involves identifying high-quality companies that, in the opinion of its portfolio managers, are trading at a substantial discount to their true underlying value. These targeted companies may represent a range of market capitalizations, from large to medium and small-sized enterprises.
Market snapshot
- Symbol
- PLBEX
- Price
- $35.65
- Day change
- +1.92%
- Market cap
- $33.9M
- 52-week range
- 27.81-35.65
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Barrett Growth Fund (BGRWX)
- MFS Intermediate High Income Fund (CIF)
- Fidelity Health Savings Index Fund (FHSNX)
- Frank Value Fund (FRNKX)
- Guinness Atkinson China & Hong Kong Fund (ICHKX)
- T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund (PGLOX)
- RBC Small Cap Core Fund (TEEAX)
- Walthausen Small Cap Value Fund (WSCVX)
Open Plumb Equity Fund (PLBEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.