Wisconsin Plumb Equity Fund Institutional (PLIEX)
28.97
-0.58
(-1.96%)
USD |
Mar 20 2026
PLIEX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.47% |
| Stock | 99.27% |
| Bond | 0.39% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.14% |
Market Capitalization
As of December 31, 2025
| Large | 73.28% |
| Mid | 11.23% |
| Small | 15.49% |
Region Exposure
| Americas | 96.05% |
|---|---|
|
North America
|
89.58% |
| United States | 89.58% |
|
Latin America
|
6.47% |
| Brazil | 2.85% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 3.61% |
|---|---|
| United Kingdom | 1.55% |
|
Europe Developed
|
0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
2.06% |
| Israel | 2.06% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.34% |
|---|
Stock Sector Exposure
| Cyclical |
|
30.65% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
8.78% |
| Financials |
|
21.87% |
| Real Estate |
|
0.00% |
| Sensitive |
|
59.21% |
| Communication Services |
|
7.66% |
| Energy |
|
1.94% |
| Industrials |
|
12.17% |
| Information Technology |
|
37.44% |
| Defensive |
|
9.28% |
| Consumer Staples |
|
1.24% |
| Health Care |
|
8.04% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.86% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.86% |
As of December 31, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |