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Plumb Equity Fund Investor Shares (0P00008TI7)

US Funds

포토폴리오 추가/삭제 포트폴리오에 추가합니다

30.590 -0.020 -0.07%

11/02 - 지연 데이터. USD 통화

모닝스타 평가:
총 자산: 14.26M

종류: 펀드

시장: 미국

자산등급: 주식

0P00008TI7 개요

이 페이지에서 Plumb Equity Fund Investor Shares에 대한 상세 프로필을_x0008_ 확인해 보세요. 0P00008TI7의 주요 관리, 총 자산, 투자 전략 및 연락처 정보에 대해 알아보세요.

종류

Large Growth

총 자산

14.26M

비용

1.50%

개시 날짜

2007년 05월 24일

연락처

주소 8030 Excelsior Drive, Suite 307
Madison,WI 53717
United States

전화 -

웹 www.plumbfunds.com

최고 경영진

종목명	헤드라인	재직 시작연도	기간
Nathan M. Plumb	Assistant portfolio manager	2023	now
전기	Mr. Nathan Plumb has been an assistant portfolio manager for the Funds since August 2013. Mr. Plumb has served as a financial consultant for SVA Plumb Wealth Management and in various other roles with Wisconsin Capital Management and related entities since 2003, including as an active member of Wisconsin Capital Management’s research committee since 2010 and as a portfolio manager for privately managed accounts since 2009. He obtained a Masters of Business Administration from the University of Wisconsin and a Bachelor’s degree in Psychology from Gustavus Adolphus College. He also holds his Certified Trust and Financial Advisor (CTFA) certification.
Thomas G. Plumb	Principal/Founder	2007	now
전기	Mr. Plumb is a Principal and the founder of Wisconsin Capital Management, LLC, since January 2004, a firm that traces its origins back over thirty years. He has over thirty years of experience as an investment professional including twenty years as the lead manager of two balanced mutual funds, the Thompson Plumb Balanced Fund and the Dreyfus Premier Balanced Opportunity Fund. Mr. Plumb earned a Bachelor of Business Administration degree from the University of Wisconsin-Madison in 1975 and also holds a Chartered Financial Analyst (CFA) designation.
Nathan M. Plumb	Assistant portfolio manager	2013	2017
전기	Mr. Nathan Plumb has been an assistant portfolio manager for the Funds since August 2013. Mr. Plumb has served as a financial consultant for SVA Plumb Wealth Management and in various other roles with Wisconsin Capital Management and related entities since 2003, including as an active member of Wisconsin Capital Management’s research committee since 2010 and as a portfolio manager for privately managed accounts since 2009. He obtained a Masters of Business Administration from the University of Wisconsin and a Bachelor’s degree in Psychology from Gustavus Adolphus College. He also holds his Certified Trust and Financial Advisor (CTFA) certification.
Ken S. Cavalluzzo	Research Analyst	2010	2014
전기	Mr. Cavalluzzo has been an assistant portfolio manager since August 2010. Mr. Cavalluzzo has served as a research analyst for Wisconsin Capital Management, LLC since June 2005. Prior to his affiliation with Wisconsin Capital Management LLC, Mr. Cavalluzzo was an Assistant Professor of Accounting at Georgetown University. Mr. Cavalluzzo earned a B.A. with honors in Economics and Italian from the University of Wisconsin at Madison and he earned a Masters in Accounting and Applied Economics and a Ph.D. from the Wharton School of the University of Pennsylvania.
Timothy R. O'Brien	Principal, Portfolio Manager, Research Analyst	2007	2014
전기	Mr. O'Brien is a principal of Wisconsin Capital Management, LLC, working as a portfolio manager and research analyst since 1997. He has had extensive experience as a lead, co-, and associate portfolio manager for both equity and balanced mutual funds. Prior to his employment with the firm, O'Brien served full-time as an F-16 fighter pilot and officer for the Wisconsin Air National Guard and United States Air Force. o'Brien holds the Chartered Financial Analyst designation.
David B. Duchow	Principal	2007	2008
전기	Duchow is a principal of Wisconsin Capital Management, LLC, working as a portfolio manager and research analyst since 1992. He has had extensive experience as a lead, co-, and associate portfolio manager for both equity and balanced mutual funds. Duchow holds the Chartered Financial Analyst designation.
Clint Oppermann	Principal	2007	2008
전기	Oppermann is a principal of Wisconsin Capital Management, LLC, working as a portfolio manager and research analyst since 1999. He has had extensive experience as a lead, co-, and associate portfolio manager for both equity and balanced mutual funds. Oppermann was promoted to director of research in November 2001. Oppermann holds the Chartered Financial Analyst designation.

의견을 통해 다른 사용자들과 교류하고, 관점을 공유하고, 저자와 서로 간에 의문점을 제시하시기를 바랍니다. 하지만, 저희 모두가 기대하고 소중히 여기는 높은 수준의 담화를 유지하기 위해, 다음과 같은 기준을 기억하시기 바랍니다:

풍성한 대화 나누기.
주제에 집중하기. 토론 주제와 관련된 것만 게시합니다.
존중하기. 부정적인의견도 긍정적이고 세련되게 표현할 수 있습니다.
표준어 사용: 문법에 맞춰 글을 작성합니다.
주의사항: 의견에 포함된 스팸이나 홍보용 메시지 및 링크는 제거될 것입니다.
저자나 다른 사용자에 대한 욕설, 비방, 또는 인신공격은 삼가하시기 바랍니다.
대화를 독점하지 마십시오. 열정과 소신에 감사드립니다. 다만 다른 분들에게도 자신의 생각을 표현할 기회를 드리고자 합니다. 의견은 간결하고 사려 깊게 제시하시고 다른 사람이 불편해 할 수 있음으로 같은 의견을 되풀이하지 마시기 바랍니다. 이야기나 포럼을 독차지하는 사람에 대한 불만이 접수될 경우, 해당 사이트에서 그 사람을 금지할 수 있습니다.
의견은 한글로 작성해주세요.

스팸 또는 비방글은 사이트에서 삭제될 것이며 Investing.com의 결정에 따라 추후 댓글 등록이 금지될 것입니다.

본인은 인베스팅닷컴의 의견 지침을 읽었으며 명시된 조건에 동의합니다.

동의합니다

0P00008TI7 코멘트

고객님의 Plumb Equity Fund Investor Shares에 대한 생각을 적어 주십시오.

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의견 지침

유저님의 부정적인 댓글 내용으로 인해, 유저님은 더이상 댓글을 작성하실 수 없게 되었습니다. 유저님의 계정 상태는 관리자가 검토할 예정입니다.

잠시만 기다리신 후에 다시 의견을 작성해 주십시오.

귀하의 의견에 감사드립니다. 모든 의견은 중재자가 승인할 때까지 보류되는 점에 유의하시기 바랍니다. 그러므로 웹사이트에 표시되기까지 약간의 시간이 걸릴 수 있습니다.

<div id="comment">
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                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">방금 전</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>공유</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>이 게시물 팔로우하기            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>이 게시물 팔로우하지 않기            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			저장		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>저장됨. <a href="/members-admin/saved-items" target="_blank">저장된 항목</a> 보기.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>이 의견은<a href="/members-admin/saved-items" target="_blank">저장된 항목</a>에 벌써 저장되었습니다.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>저자의 응답</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d18-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">답글</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="찬성"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="반대"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">신고하기</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">방금 전</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>저자의 응답</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>공유</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d18-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d18-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">답글</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="찬성"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="반대"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

이 차트를 삭제하시겠습니까?

삭제 취소

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교체 취소

1000

의견 지침

유저님의 부정적인 댓글 내용으로 인해, 유저님은 더이상 댓글을 작성하실 수 없게 되었습니다. 유저님의 계정 상태는 관리자가 검토할 예정입니다.

잠시만 기다리신 후에 다시 의견을 작성해 주십시오.

나는 이 의견이 다음과 같다고 생각합니다:

스팸

공격적임

감사합니다!

귀하의 보고는 검토를 위해 조정자에게 보내졌습니다.

카테고리 더 보기

1일1주1달6달1년5년최대

코스피지수	2,548.39	+9.34	+0.37%
코스피200 선물 (F)	355.85	-2.65	-0.74%
US 500	6,058.6	-10.0	-0.16%
US Tech 100	21,771.9	+78.4	+0.36%
DAX	22,148.03	+110.20	+0.50%
닛케이	38,984.50	+183.33	+0.47%
미국 달러 지수	107.890	+0.057	+0.05%

금	2,928.95	-3.65	-0.12%
은	32.703	+0.381	+1.18%
브렌트유	74.97	-2.03	-2.64%
WTI유	71.22	-2.10	-2.86%
천연가스	3.547	+0.028	+0.80%
구리	4.6915	+0.0905	+1.97%
미국 옥수수	490.75	+6.75	+1.39%

달러/원	1,452.44	+1.58	+0.11%
유로/달러	1.0384	0.0000	0.00%
브라질 헤알/원	251.95	-0.14	-0.06%
엔/원	9.4095	+0.0081	+0.09%
파운드/달러	1.2445	-0.0007	-0.06%
태국 바트/원	42.700	+0.027	+0.06%
달러/엔	154.36	+0.01	+0.01%

애플	236.87	+4.25	+1.83%
알리바바 ADR	118.33	+5.55	+4.92%
테슬라	336.51	+8.01	+2.44%
알코아	36.33	-0.84	-2.26%
뱅크오브아메리카	46.21	-0.59	-1.25%
코카콜라	68.71	+1.11	+1.64%
엑슨모빌	107.35	-4.32	-3.87%

최근 조회한 시세

	종목명	가격	변동	변동 %
	Plumb Equity Fund	30.590	-0.020	-0.07%