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Wisconsin Capital Funds Inc - Plumb Balanced Fund

PLBBX:US
NASDAQ GM
28.43
USD
0.06
0.21%
As of 12/8/2017
Fund Type
Open-End Fund
52Wk Range
23.02 - 28.47
1 Yr Return
23.34%
YTD Return
22.70%
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Previous Close
28.37
52Wk Range
23.02 - 28.47
1 Yr Return
23.56%
YTD Return
22.70%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 12/08/2017)
28.43
Total Assets (m USD) (on 12/11/2017)
39.705
Inception Date
05/24/2007
Last Dividend (on 12/13/2016)
0.12054
Dividend Indicated Gross Yield
0.42%
Fund Managers
THOMAS G PLUMB "TOM"
Front Load Fee
0.65%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.22%
Current Mgmt Fee
0.65%
Expense Ratio
1.25%

Top Fund Holdings

Name Position Value % of Fund
1.73 m 1.73 m 4.75
10.00 k 1.05 m 2.89
5.00 k 997.25 k 2.73
1.00 k 997.25 k 2.73
1.00 k 996.99 k 2.73
16.50 k 891.50 k 2.44
475.00 869.64 k 2.38
7.00 k 859.11 k 2.36
750.00 858.80 k 2.35
6.00 k 847.20 k 2.32
Profile
Plumb Balanced Fund is an open-end fund incorporated in the USA. The Fund seeks a high total return through capital appreciation. The Fund invests in a diversified portfolio of common stocks and fixed income securities.
Address
Wisconsin Capital Funds, Inc.
c/o US Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee
Wisconsin 53201-0701
Phone
1-866-987-7888