CHANGE

Who’s driving it? Who’s enabling it?
Who’s benefitting?

Tom Plumb talks about
innovations in healthcare
that may drive opportunities
In our opinion, it’s
how we pay,
not what we buy,
that matters.
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The Plumb Funds invest in companies we believe are innovators with the potential to disrupt entire sectors. We look for companies poised to benefit from the change, and over the long term, yield a recurring revenue growth stream and profitability.

PLBEX

PLUMB EQUITY FUND

Overall, among 1243 Large Growth Funds category, based on risk-adjusted returns as of 9/30/2019.

FACT SHEET

PLBBX

PLUMB BALANCED FUND

Overall, among 658 Allocation-50% to 70% Equity Funds category, based on risk-adjusted returns as of 9/30/2019.

FACT SHEET

DAILY PRICE

TICKERPRICE$CHG
Plumb Balanced Fund32.80$0.07
Plumb Equity Fund29.67$0.14
Closing Price (NAV) as of 11/14/2019  

PROSPECTUS

RECENT PRESS

The delay in U.S. tariffs on Chinese products offered hope of progress in future talks between the two countries. Tom Plumb thinks a major deal is unlikely but sees potential for concessions on both sides.... More
Tom Plumb offers his insight as the U.S. market rebounds from recent dip. Despite volatility in the market, he believes the U.S. is still the best economy in the world and that the secular bull market will... More
The Plumb Funds are always on the lookout for companies they believe are on "the bleeding edge of technology."  Tom Plumb shares insights and top picks with The Wall Street... More
CHANGING THE WAY WE PAY
The digitization of how we pay for goods and services today has presented the Plumb Funds with an exciting theme in our portfolios. We’re far more intrigued with how people pay than with where they buy or what they are buying. We dig deep into what companies are benefitting from secular changes – what payment systems are leading the pack, who are the processing and security companies behind the scenes and what countries across the globe are making inroads.