Small-Cap > Value
Plumb Balanced Fund
AASRX
Mar 3, 2020
Balance does not mean being conservative. For Thomas Plumb, founder and manager of Plumb Balanced Fund, it means balancing the risk and the return potential by staying true to the asset allocation structure as the best risk control tactic. Identifying significant global trends, the fund invests about 65% of its
Unlike other balanced funds, which rely on conservative equity exposure and bond income, the Plumb Balanced Fund invests in growth stocks and uses fixed income to moderate stock market volatility. Founder and portfolio manager Thomas Plumb focuses on identifying big secular trends and companies that enable or benefit from these
