Wisconsin Capital
  
My Fund Account
 
Contact Us
 



Plumb Funds  Fund Managers  Fund Strategies  Fund News  Facts & Forms 

Plumb Funds 

Plumb Funds Facts and Forms

      Please send your completed paperwork to:

Regular Mail:                                                Overnight Mail:
The Plumb Funds                                              The Plumb Funds
c/o US Bancorp Fund Services, LLC                  c/o US Bancorp Fund Services, LLC
PO Box 701                                                        615 East Michigan Street, FL 3
Milwaukee, WI 53201-0701                                 Milwaukee, WI 53202-5207

   You must have the Adobe Acrobat Reader plug-in installed in order to view these files.    Click here to download the Adobe Acrobat Reader plug-In for free

.   

Fact Sheets
  Plumb Balanced Fund
  Plumb Equity Fund   

Applications and Forms
  Plumb Funds Application
  Plumb Funds IRA Application
  Plumb Funds IRA Transfer Form
  Coverdell Education Savings Account Application


Prospectus and Related Documents
  Plumb Balanced Fund and Plumb Equity Fund Prospectus
  First American Prime Obligations Money Market Fund Prospectus 
  Plumb Funds SAI
  Semi-Annual Report

  Annual Report

Portfolio Holdings
     Fund holdings are subject to change at any time and are not recommendations to buy or sell any security
  Plumb Balanced Fund
  Plumb Equity Fund

  Disclosure of Portfolio Holdings Policy

  Form N-Q (Fiscal Quarterly Holdings)

Proxy Voting
  Proxy Voting Policies and Procedures
 
Proxy Voting Record

Fund Tax & Year-End Information
 
Plumb Funds 2007 tax Information

  Historical Distributions

Fund Governance

  Code of Ethics
 
Audit Committee Charter

 
Nominating/Governance Committee Charter

For more information on the funds, including a hard copy prospectus which explains management fees and expenses and the special risks of investing in the funds, please call 1-866-987-7888.  Please read it carefully before investing. An investor should consider a fund’s investment objectives, risks, and charges and expenses carefully before investing. This and other information about the funds are contained in the funds' prospectus.

Mutual fund investing involves risk.  Principal loss is possible.

The Plumb Funds invest in smaller companies, which involve additional risks such as limited liquidity and greater volatility.  The Balanced Fund also invests in debt securities, which typically decrease in value when interest rates rise.  This risk is usually greater for longer-term debt securities.

The Plumb Funds are distributed by Quasar Distributors, LLC.

Copyright 2007, Wisconsin Capital Funds, Inc.

1-866-987-7888

© Wisconsin Capital Funds, Inc.