PLBEX Plumb Equity Fund Investor Shares

This is an open ended mutual fund. 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& 39 estimates of their intrinsic value. These companies may include large, medium, and smaller-sized companies.

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As of 08/04/2021


Mutual Fund Information
Sponsor:     Wisconsin Capital Funds, Inc.
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Growth
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     05/24/2007
Market cap:     $25,660,000
Current yield:     0.37%
Fees:     1.2000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  976586206
ISIN:    US9765862068
Investment style: Actively managed

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