Plumb Balanced Fund Is Beating The S&P 500

“We’re not trying to duplicate the stock market. We’re trying to make money for people,” said Tom Plumb, manager of the Plumb Balanced Fund. The fund is the top fund in its Morningstar category for the 1-year, 3-year, 5-year periods. It also beat the S&P 500 last year and year-to-date.

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