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Plumb Balanced Fund Institutional Shares: (MF: PLIBX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 04:58 PM ET

$39.64 USD

-0.03 (-0.08%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 6.35 9
3 months 3.60 11
6 months 4.71 55
1 Year 22.38 20
3 Year 18.56 1
5 Year 7.36 33
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Apr 30, 2026

1 Year 13.33
5 Year 6.68
10 Year NA
Since Inception 6.98

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.62 NA NA NA
2025 -3.66 8.71 4.96 0.95
2024 10.98 2.81 0.07 6.36
2023 7.51 7.93 -0.59 8.70
2022 -8.56 -17.16 -3.77 6.96
2021 -2.18 6.58 -0.31 0.33

Annual Return

202620252024202320222021
% Total Return 6.3510.9821.4625.39-22.044.28
% Total Return Rel to Index 2.71-7.23-3.55-0.84-3.84-24.39
% Total Return Rel to Peer -0.10-2.199.8311.43-8.29-8.90
% Perf Quintile vs Peer* 3.005.001.001.005.005.00
% Dividends 0.000.062.410.470.180.05
% Yield 0.150.146.060.150.610.13
Capital Gains ($) 0.003.482.480.002.083.06
Expense Ratio 0.001.191.130.990.990.99

* 1 = Top 20%, 5 = Bottom 20%