MFOHome About Commentary Discussions Funds The Best Resources Support Us!

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Register

Categories

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Q&A With Tom Plumb, Manager, Plumb Balanced Fund: (PLBBX)

TedTed
in The Bullpen
FYI: Unlike many other so-called balanced funds, which gravitate toward value stocks, the Plumb Balanced fund prefers to buy growth names.

“If stocks are better for returns than bonds,” manager Tom Plumb explains, “then you should look for stocks with the best total return—growth companies. Use the bonds for what they’re good at, moderating volatility.”
Regards,
Ted
https://www.barrons.com/articles/a-5-star-manager-on-visa-alibaba-and-7-other-picks-1529931365

M* Snapshot PLBBX:
https://www.morningstar.com/funds/XNAS/PLBBX/quote.html

M* Snapshot PLBBX:
https://www.marketwatch.com/investing/fund/plbbx

PLBBX Is Ranked #1 In The (50%-70% E) Fund Category By U.S. News & World Report:
https://money.usnews.com/funds/mutual-funds/allocation-50-to-70-equity/plumb-balanced-fund/plbbx/performance
Sign In or Register to comment.