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Plumb Balanced Investor (PLBBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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38.95+0.03 (+0.08%)
At close: 08:00PM EDT
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Previous Close38.92
YTD Return10.72%
Expense Ratio (net)1.19%
CategoryAllocation--50% to 70% Equity
Last Cap Gain20.00
Morningstar Rating★★★★
Morningstar Risk RatingHigh
Sustainability Rating
Net Assets72.42M
Beta (5Y Monthly)1.14
Yield0.85%
5y Average ReturnN/A
Holdings Turnover36.00%
Last Dividend0.32
Average for CategoryN/A
Inception DateFeb 08, 2021
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