Plumb Funds(1)

Riding Trend Drivers and Enablers

Plumb Balanced Fund

US> Small-Cap > Value

May 07, 2018

Unlike other balanced funds, which rely on conservative equity exposure and bond income, the Plumb Balanced Fund invests in growth stocks and uses fixed income to moderate stock market volatility. Founder and portfolio manager Thomas Plumb focuses on identifying big secular trends and companies that enable or benefit from these trends, as such businesses have the potential to grow in any environment as long as they are fundamentally sound.