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Wisconsin Capital Funds Inc - Plumb Equity Fund

PLBEX:US
NASDAQ GM
27.34
USD
0.27
1.00%
As of 12/15/2017
Fund Type
Open-End Fund
52Wk Range
19.51 - 27.47
1 Yr Return
39.33%
YTD Return
39.14%
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Previous Close
30.62
52Wk Range
19.51 - 27.47
1 Yr Return
39.21%
YTD Return
39.14%
Fund Type
Open-End Fund
Objective
Blend Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 12/15/2017)
27.34
Total Assets (m USD) (on 12/15/2017)
22.721
Inception Date
05/24/2007
Last Dividend (on 12/15/2017)
3.19134
Dividend Indicated Gross Yield
-
Fund Managers
THOMAS G PLUMB "TOM"
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.22%
Current Mgmt Fee
0.65%
Expense Ratio
1.40%

Top Fund Holdings

Name Position Value % of Fund
10.80 k 1.14 m 4.82
5.25 k 1.05 m 4.44
22.00 k 1.04 m 4.40
9.00 k 1.01 m 4.28
540.00 988.64 k 4.19
7.00 k 988.40 k 4.19
8.00 k 981.84 k 4.17
1.00 k 973.72 k 4.13
18.00 k 972.54 k 4.13
2.70 k 941.29 k 3.99
Profile
Plumb Equity Fund is an open-end fund incorporatedin the USA. The Fund seeks long-term capital appreciation. The Fund invests in higher quality companies that may include larger, medium and smaller sized companies. The Fund's portfolio managers employ a blended investment style: growth at a reasonable price.
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