Plumb Balanced Fund

• Average Annual Performance
• Plumb Balanced Fund Fact Sheet
• Plumb Balanced Fund and Plumb Equity Fund Prospectus
• XBRL Prospectus
• Plumb Balanced Fund Portfolio Holdings

Investment Objective.

The Plumb Balanced Fund (Balanced Fund) seeks a high total return through capital appreciation while attempting to preserve principal, and secondarily seeks current income.

Fund Strategy.

The Balanced Fund invests in a diversified portfolio of common stocks and fixed income securities. We select securities that, in our judgment, will result in the highest total return consistent with preservation of principal, and we vary the mix of common stocks and bonds from time to time. More than 50% of the Fund’s assets are normally invested in common stocks.

To achieve a better risk-adjusted return on its equity investments, the Fund invests in many types of stocks, including a blend of large company stocks, small company stocks, growth stocks, and value stocks.

We also normally invest at least 25% of the Fund’s assets in fixed income senior securities. The fixed income senior securities in which the Fund may invest include corporate bonds and other debt instruments, mortgage-related securities, asset-backed securities, debt securities issued or guaranteed by the U.S. Government (including its agencies and instrumentalities), convertible debt securities, and preferred stock. The dollar-weighted average portfolio maturity of the fixed income securities held by the Fund will normally not exceed 10 years.

Average Annual Performance

The advisor has contractually agreed to waive fees through 7/31/2012. Investment performance reflects fee waivers. In the absence of these waivers, returns would be reduced.

Performance data quoted represents past performance and does not guarantee future results. Investment returns and principal value will fluctuate, and when sold, may be worth more or less than their original cost. Performance current to the most recent month-end may be lower or higher than the performance quoted and can be obtained by calling 866-987-7888.

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