CONTACT:
Lorna Hemp Boll
Vice President
(608) 824-8800
lhempboll@plumbtrustcompany.com
Plumb Equity Fund and Plumb Balanced Fund Receive Recognition
Madison, WI, November 18, 2010 – Wisconsin Capital Management’s Plumb Equity Fund and Plumb Balanced Fund have received Overall Morningstar RatingsTM of four and three stars, respectively from Morningstar Inc. as of 9/30/2010.
The Plumb Equity Fund was evaluated by Morningstar from among 1,723 Large Blend Funds as of 9/30/2010. The Plumb Balanced Fund was evaluated by Morningstar from among 939 Moderate Allocation Funds as of 9/30/2010. The ratings are derived from a weighted average of the funds’ three, five, and ten-year risk-adjusted return measure, if applicable.
Tom Plumb, President of Wisconsin Capital Management and CEO of Plumb Trust Company, stated, “Our firm has managed investments for over 26 years and the Plumb Funds for more than 3 years. Our investment team is proud of the work we do and the recognition of our Funds from Morningstar. The Equity and Balanced Funds are useful tools for investors who wish to utilize our investment philosophy through mutual funds. As time goes on, we continue to look for even more opportunities in the market that hold potential for strong performance.” The Morningstar Rating System was created by Morningstar, Inc., an independent investment research company based in Chicago, to help individual investors understand their investments. The rating for funds is a backward-looking description of how the fund has balanced return and risk or volatility in the past, and it designed to be a useful tool for paring down an immense universe of mutual funds.
About Wisconsin Capital Management
Wisconsin Capital Management, LLC, manages separate equity, balanced, and fixed-income portfolios, and serves as an investment advisor to the Plumb Equity Fund and the Plumb Balanced Fund. The firm, based in Madison, WI, was founded in 1984 and began managing mutual funds in 1987. The firm’s goal is to provide a full range of wealth management services for individuals and institutions. The investment team strives to outperform over the entire business cycle. The disciplined investment management style looks for well-run companies in industries likely to be favored by the current economic climate which the firm believes are underpriced at the time of purchase. Plumb Trust Company is an affiliate of Wisconsin Capital Management which specializes in the needs of clients for trust, custody, and administrative services. More information at 608.824.8800 or at http://www.wiscap.com.
Past performance is no guarantee of future results. As of 9/30/2010, both the Plumb Equity Fund and the Plumb Balanced Fund experienced negative performance for the following time periods: 3-Year and Since Inception. Both the Plumb Equity Fund and the Plumb Balanced Fund experienced positive performance for these time periods: YTD and 1-Year. Please call 1-866-987-7888 to obtain performance information.
