Morningstar

Plumb Balanced Fund Institutional Shares PLIBX

Medalist Rating as of Aug 31, 2026 See Plumb Trust Investment Hub

Strategy

The investment 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. More than 50% of its assets are normally invested in common stocks. The fund invests in many types of stocks, including a blend of large company stocks, small company stocks, growth stocks, and value stocks. It also normally invests at least 25% of the fund's assets in fixed income senior securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PLBBX	Plumb Balanced Fund Investor Shares	No Load	Open			May 24, 2007	$34.32M	1.440%	High	$2,500	−$5.36M
PLIBX	Plumb Balanced Fund Institutional Shares	Institutional	Open			Aug 3, 2020	$33.42M	1.190%	High	$2,500	$593,663.46

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