Plumb Balanced Fund
Shareclass
Plumb Balanced Investor (PLBBX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Plumb Balanced Fund PLBBX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Mastercard Inc Class A3.63% of assets$2.22M invested
- 2. JPMorgan Chase & Co2.6% of assets$1.59M invested
- 3. Autodesk Inc1.52% of assets$928,710 invested
- 4. Microsoft Corp3.62% of assets$2.21M invested
- 5. American Express Co3.65% of assets$2.23M invested
- 6. Exxon Mobil Corp1.76% of assets$1.08M invested
- 7. Stryker Corp0.48% of assets$296,722 invested
- 8. Visa Inc Class A4.06% of assets$2.49M invested
- 9. Alphabet Inc Class A3.31% of assets$2.03M invested
- 10. Intuitive Surgical Inc2.31% of assets$1.41M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. BGC Group Inc Ordinary Shares Class A1% of assets$613,800 invested
- 2. AAR Corp1.35% of assets$825,480 invested
- 3. Modine Manufacturing Co1.13% of assets$689,500 invested
- 4. MercadoLibre Inc4.27% of assets$2.61M invested
- 5. Synopsys Inc1.26% of assets$769,020 invested
- 6. Copart Inc2.24% of assets$1.37M invested
- 7. Kinder Morgan Inc Class P1.32% of assets$808,500 invested
- 8. Advanced Micro Devices Inc1.04% of assets$638,550 invested
- 9. e.l.f. Beauty Inc1.73% of assets$1.06M invested
- 10. Fiserv Inc2.25% of assets$1.38M invested
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Financial performance
Performance data provided by
Find more financial data on PLBBX at Morningstar.com
Find more financial data on PLBBX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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