Plumb Balanced Fund (PLBBX)

NASDAQ • Currency in USD

$336.00

+$5.67

+1.72%

Last Update: 18 Jul 2026, 03:20

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Assets Under Management

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Expense Ratio

1.04%

Forward Dividend Yield

$239.64-$410.73

52 Week Range

PLBBX Price Chart

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PLBBX Fund Profile

Key details and information about Plumb Balanced Fund (PLBBX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

29 May 2007

Country

Website

https://www.pimco.com

Description

The Fund seeks a high total return through capital appreciation while attempting to preserve principal, and secondarily seeks current income. The Fund invests in a diversified portfolio of common stocks and fixed income securities.

PLBBX Fund Performance

View PLBBX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.