PLBBX
Plumb Balanced Fund
1W: -2.7%
1M: -6.2%
3M: -4.8%
YTD: -4.5%
1Y: +0.9%
3Y: +33.8%
5Y: +17.2%
$36.61
-0.03 (-0.08%)
Weekly Expected Move ±2.1%
$34
$35
$36
$37
$37
Similar ETFs
20 peers by holdings overlap (61 holdings)
PLBEX
Plumb Equity Fund
81.9%
Shared26 holdings
Total30
AUM$30M
Price$29.20
HNASX
Homestead Fds, Inc. Growth Fund
41.6%
Shared12 holdings
Total47
AUM$417M
Price$16.68
PGWAX
Virtus Silvant Focused Growth Fund CL A
41.4%
Shared10 holdings
Total25
AUM$1.8B
Price$89.79
TRLGX
T. Rowe Price Large-Cap Growth Fund I Class
41.0%
Shared12 holdings
Total46
AUM$33.8B
Price$76.23
PRGFX
T. Rowe Price Growth Stock Fund
40.1%
Shared14 holdings
Total63
AUM$76.1B
Price$96.39
QGRPX
UBS US Quality Growth at Reasonable Price Fund
39.5%
Shared11 holdings
Total30
AUM$311M
Price$16.80
TOPT
iShares Top 20 U.S. Stocks ETF
39.1%
Shared12 holdings
Total21
AUM$254M
Price$28.85
SWLSX
Schwab Large-Cap Growth
39.0%
Shared12 holdings
Total58
AUM$568M
Price$38.89
BUFEX
Buffalo Large Cap Fund
38.8%
Shared15 holdings
Total82
AUM$166M
Price$54.80
MCGFX
AMG Montrusco Bolton Large Cap Growth Fund Class N
38.6%
Shared9 holdings
Total26
AUM$365M
Price$9.81
FDSVX
Fidelity Growth Discovery Fund
38.5%
Shared11 holdings
Total94
AUM$6.2B
Price$66.92
FKDNX
Franklin DynaTech A
38.3%
Shared14 holdings
Total104
AUM$26.2B
Price$167.96
TADAX
Transamerica US Growth A
38.1%
Shared10 holdings
Total57
AUM$1.4B
Price$29.15
HAIAX
Hartford Core Equity Fund Class A
37.7%
Shared10 holdings
Total67
AUM$11.4B
Price$52.07
PBFDX
Payson Total Return
37.7%
Shared8 holdings
Total30
AUM$303M
Price$36.70
CVTRX
Calamos Growth & Income Fund Class A
37.5%
Shared12 holdings
Total85
AUM$3.2B
Price$51.61
TWCIX
American Century Select Fund Investor Class
37.4%
Shared10 holdings
Total54
AUM$6.1B
Price$118.68
BUFGX
Buffalo Growth Fund
37.4%
Shared9 holdings
Total38
AUM$174M
Price$32.95
HACAX
Harbor Capital Appreciation Fund Institutional Class
37.2%
Shared13 holdings
Total48
AUM$24.6B
Price$104.81
WBGSX
William Blair Growth N
37.2%
Shared10 holdings
Total49
AUM$155M
Price$6.01
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PLBBX | $65M | 31 | 37.0% | 453.7 | 152.6 | 158.6 | 37.6% | 35.0% | 0.55% | +23.2% | +69.0% | 63.9 | 7.2 |
| PLBEX | $29M | 30 | 52.9% | 987.7 | 403.3 | 289.1 | 46.1% | 29.3% | 0.38% | +25.7% | +67.3% | 67.4 | 7.2 |
| HNASX | $412M | 47 | 60.2% | 549.7 | 222.9 | 156.2 | 45.9% | 28.4% | 0.48% | +25.6% | +49.8% | 71.9 | 7.2 |
| PGWAX | $1.8B | 25 | 70.5% | 608.8 | 270.4 | 186.4 | 50.6% | 30.6% | 0.46% | +26.0% | +51.1% | 72.6 | 7.2 |
| TRLGX | $33.8B | 46 | 62.0% | 490.8 | 213.9 | 140.4 | 49.5% | 28.6% | 0.47% | +26.1% | +49.0% | 72.3 | 7.3 |
| PRGFX | $76.1B | 63 | 66.1% | 310.6 | 129.9 | 98.0 | 47.4% | 31.5% | 0.47% | +26.0% | +49.6% | 72.3 | 7.2 |
| QGRPX | $308M | 30 | 69.9% | 357.3 | 139.2 | 114.3 | 44.2% | 32.0% | 0.74% | +24.0% | +48.2% | 73.1 | 7.4 |
| TOPT | $254M | 21 | 189.6% | 33.0 | 12.1 | 8.4 | 40.4% | 25.4% | 0.59% | +22.5% | +36.5% | 72.2 | 7.1 |
| SWLSX | $562M | 58 | 56.6% | 261.2 | 109.1 | 70.5 | 47.4% | 27.0% | 0.54% | +22.8% | +45.8% | 71.2 | 7.2 |
| BUFEX | $166M | 82 | 56.4% | 248.2 | 98.4 | 73.2 | 44.7% | 29.5% | 0.55% | +24.2% | +46.4% | 71.1 | 7.2 |
| MCGFX | $365M | 26 | 65.6% | 32.2 | 12.7 | 8.6 | 44.8% | 26.7% | 0.49% | +20.4% | +25.2% | 68.3 | 6.9 |