Plumb Balanced Fund (PLBBX)

NASDAQ Financial Services Asset Management

Plumb Balanced Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Newport Beach, CA, US. The stock last traded at $40.95, up 0.20% on the session, giving a market capitalisation of $66.8M. Its beta of 0.86 implies it has historically moved less than the broad market.

The Fund seeks a high total return through capital appreciation while attempting to preserve principal, and secondarily seeks current income. The Fund invests in a diversified portfolio of common stocks and fixed income securities.

Plumb Balanced Fund is most often compared with the following Financial Services names: