PLBEX

Plumb Equity Fund Investor Shares • NMFQS

PLBEX Dividend Calculator: Forecast Your Returns

See how much monthly passive income you can generate from Plumb Equity Fund Investor Shares. Calculate dividend growth with DRIP and compound interest using real-time data.

Current Price

$35.79

0.33% today

PLBE

Dividend Income Calculator

Adjust parameters to see how your investment grows

Number of Shares

Investment value: $3,579.00

...OR Amount Invested ($)

Shares: 100

Holding Period: 10 years

1 Year

15 Years

30 Years

Expected Dividend Growth (CAGR): 5%

0% (No Growth)

10%

20%

Expected Price Growth: 5%

0% (No Growth)

10%

20%

DRIP (Reinvest Dividends)

Automatically reinvest dividends

Annual Contributions

Add money to investment yearly

Dividend Tax Rate: 30%Qualified

0% (Tax-Advantaged)

20%

40%

The Snowball Effect: DRIP vs No DRIP

With DRIP

Without DRIP

DRIP (Dividend Reinvestment Plan) significantly accelerates portfolio growth through compounding.

Is PLBEX a Good Investment for 2026?

Based on the current price of $35.79, PLBEX offers a compelling dividend yield of 4.38%. This is higher than the S&P 500 average.

With a payout ratio of N/A (ETF), the dividend appears safe.

PLBEX vs Popular Alternatives

ETF / Stock	Current Yield	5Y Dividend Growth	Expense Ratio
PLBE PLBEX Plumb Equity Fund Investor Shares	4.38%	-	1.51%	ACTIVE
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	10.92%	-	0.35%	Calculate →
SCHD Schwab U.S. Dividend Equity ETF	3.09%	9.2%	0.06%	Calculate →
VOO Vanguard S&P 500 ETF	1.03%	7.4%	0.03%	Calculate →

Frequently Asked Questions about PLBEX

How much does PLBEX pay per share?

PLBEX currently pays an annual dividend of $1.57 per share, distributed annually.

When is the next ex-dividend date for PLBEX?

The next ex-dividend date for PLBEX is expected to be not yet announced. To receive the payment, you must own the stock before this date.

Is PLBEX a good dividend stock?

PLBEX has a dividend yield of 4.38% and has grown its dividend for 1 years. Its payout ratio is 0%, indicating poor dividend sustainability.

Your Annual Dividend Income

$109.76

Monthly: $9.15

Value after 10 Years:$7,774.70

Future Yield on Cost:9.5%

Total Dividends Earned:$1,595.10

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PLBEX Dividend Health Check

Dividend Yield4.38%

High Yield

Payout Safety

Pass-Through

Fund pass-through

Growth Streak1+ Year

Dividend growth streak is not yet established

Short History

Payment FrequencyAnnual

1 payment per year

Next expected payment:

December 15, 2026