Funds Offered by  

6 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
PLABXPlumb Balanced Fund Class AMutual fund02/08/2021Actively managed1.00 0.00%Analyze
PLAEXPlumb Equity Fund Class AMutual fund02/08/2021Actively managed1.00 0.00%Analyze
PLBBXPlumb Balanced Fund Investor SharesMutual fund05/24/2007Asset AllocationUSModerateActively managed1.00 1.19%Analyze
PLBEXPlumb Equity Fund Investor SharesMutual fund05/24/2007US Equity Broad marketLarge capActively managed1.00 1.20%Analyze
PLIBXPlumb Balanced Fund Institutional SharesMutual fund07/31/2020Actively managed1.00 0.00%Analyze
PLIEXPlumb Equity Fund Institutional ClassMutual fund07/31/2020Actively managed1.00 0.00%Analyze
TOTAL6

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