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Plumb Balanced Fund Institutional Shares: (MF: PLIBX)

(NASDAQ Mutual Funds) As of Nov 21, 2025 05:25 PM ET

$39.58 USD

+0.34 (0.87%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for PLIBX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Plumb Balanced Institutional PLIBX NA NA 0.00 0.00 0.65 1.19

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Wisconsin Capital Plumb Balanced Fd PLBBX 40.85 5/29/2007 5.56 19.92 19.40 9.29
Principal LifeTime 2020 B PLIBX 39.58 8/3/2020 5.53 19.98 19.61 9.49

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Plumb Balanced Institutional PLIBX 2500 50 1000 A

Contact Information

Family Plumb
Address 1200 John Q. Hammons Drive, 2nd Floor
Madison, WI 53717
Phone 888 856-8801