Plumb Balanced Investor (PLBBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:05AM EDT. Market open.
| Previous close | 36.77 |
| YTD return | 10.89% |
| Expense ratio (net) | 1.19% |
| Category | Allocation--50% to 70% Equity |
| Last cap gain | 20.00 |
| Morningstar rating | ★★★★★ |
| Morningstar risk rating | High |
| Sustainability rating |
| Net assets | 75.18M |
| Beta (5Y monthly) | 1.14 |
| Yield | 0.85% |
| 5y average return | N/A |
| Holdings turnover | 36.00% |
| Last dividend | 0.32 |
| Average for category | N/A |
| Inception date | 03 Aug 2020 |
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