XBRL Filings

Below you will find downloadable XBRL files containing information taken from the Funds’ prospectus regarding objectives, fees and expenses, investments, risks, and performance. These XBRL files do not include all the information contained in the full Prospectus, which is located here.

What Are XBRL Files?

XBRL (eXtensible Business Reporting Language) files are a special formatted data file developed specifically for business and financial reporting. You will need special viewer software to read XBRL filings which can be downloaded from the SEC's website.

Filing Downloads

The filings available for download for the Plumb Funds are listed below. The Funds' Prospectus is updated once a year. Any revisions are made through the Prospectus Supplement filings, but these filings may include only sections that were changed.

Type of Filing Fund Names
Plumb Funds' Prospectus Plumb Balanced Fund, Plumb Equity Fund [ Download ]

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