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Morningstar

Plumb Equity A PLAEX

Morningstar Medalist Rating
Medalist Rating as of | See Plumb Trust Investment Hub
  • NAV / 1-Day Return 27.72  /  +0.91 %
  • Total Assets 26.1 Mil
  • Adj. Expense Ratio
    1.510%
  • Expense Ratio 1.510%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield —
  • Turnover 43%

USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 10:27 PM GMT+0

Morningstar’s Analysis PLAEX

Will PLAEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLAEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PLAEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PLAEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Plumb Equity A’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PLAEX

More PLAEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Defensive

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Healthcare

Advanced Micro Devices Inc

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Microsoft Corp

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4.15 1.1 Mil
Industrials

Autodesk Inc

4.11 1.1 Mil
Technology

Visa Inc Class A

4.10 1.1 Mil
Financial Services

Adobe Inc

4.08 1.1 Mil
Technology