Plumb Equity
1200 John Q Hammons Drive 2nd Floor Madison WI 53717
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Phone: 866-987-7888
| Category: | Large Blend | | Fund Family: | Wisconsin Capital Management | | Net Assets: | 13.58M | | Year-to-Date Return: | -27.40% | | Yield: | 0.69% | | Morningstar Rating: | N/A | | Fund Inception Date: | 24-May-07 |
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Thomas G. Plumb
Lead Manager since
24-May-07 | | | Plumb is a principal and the founder of Wisconsin Capital Management, LLC, which traces its origins back over twenty-two years. He has over thirty years of experience as an investment professional including twenty years as the lead manager of two nationally renowned balanced mutual funds. Plumb holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of total assets, in common stocks and other equity securities. It generally invests in higher quality companies that are trading at significant discounts to portfolio managers' estimates of their intrinsic value. These companies may include large, medium and smaller sized companies. |
| Last Dividend
(21-Dec-07):
| 0.09 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 67.00% | | Average for Category:
| 71.85% |
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| Expense | PLBEX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$592 | $572 | | 5 Yr Expense Projection*: |
$1,088 | $876 | | 10 Yr Expense Projection*: |
$2,456 | $2,504 |
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1.83% Nasdaq 0.00%
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