- What are the top holdings of PLBEX?
- Plumb Equity Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does PLBEX have?
- PLBEX holds — positions as reported by the fund's most recent disclosure.
- What sectors does PLBEX invest in?
- Plumb Equity Fund (PLBEX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is PLBEX most exposed to?
- PLBEX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is PLBEX a US-only fund?
- The country allocation card on this page shows PLBEX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does PLBEX invest in?
- 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.
