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Plumb Balanced Investor (PLBBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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37.17+0.31 (+0.84%)
At close: 08:00PM EDT
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Previous Close36.86
YTD Return7.11%
Expense Ratio (net)1.19%
CategoryAllocation--50% to 70% Equity
Last Cap Gain20.00
Morningstar Rating★★★★★
Morningstar Risk RatingHigh
Sustainability Rating
Net Assets70.51M
Beta (5Y Monthly)1.13
Yield0.88%
5y Average ReturnN/A
Holdings Turnover36.00%
Last Dividend0.32
Average for CategoryN/A
Inception DateAug 03, 2020
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