Plumb Mutual Fund Money Managers

PLBBX -  USA Fund  

USD 41.42  0.54  1.29%

Plumb Balanced is run by an experienced fund manager. A fund manager is in charge of implementing Plumb Balanced investing strategy and managing its portfolio trading activities. Break down of Plumb Balanced management performance can provide insight into the fund's overall performance. Note, fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Plumb Balanced future under-performance.
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  Thomas Plumb  Executive
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Plumb Balanced Net Asset Comparison

Plumb Balanced is regarded fourth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 621.71 Billion. Plumb Balanced adds roughly 137.89 Million in net asset claiming only tiny portion of funds in Allocation--50% to 70% Equity category.

Plumb Balanced Benchmark Summation

Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Lowest value over a specified period line plots minimum value of Plumb Balanced price series. View also all equity analysis or get more info about lowest value over a specified period math operators indicator.

Plumb Balanced Stakeholder

Thomas Plumb - Fund ManagerProfile

About Plumb Balanced Management Performance

The success or failure of an entity such as Plumb Balanced often depends on how effective the management is. Plumb Balanced management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Plumb management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Plumb management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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The investment seeks a high total return through capital appreciation while attempting to preserve principal, and secondarily seeks current income. Plumb Balanced is traded on NASDAQ Exchange in the United States.
The data published in Plumb Balanced's official financial statements usually reflect Plumb Balanced's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Plumb Balanced. For example, before you start analyzing numbers published by Plumb accountants, it's critical to develop an understanding of what Plumb Balanced's liquidity, profitability, and earnings quality are in the context of the Plumb Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Plumb Balanced, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .
Please check Your Equity Center. Note that the Plumb Balanced information on this page should be used as a complementary analysis to other Plumb Balanced's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Shere Portfolio module to track or share privately all of your investments from the convenience of any device.

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When running Plumb Balanced price analysis, check to measure Plumb Balanced's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Plumb Balanced is operating at the current time. Most of Plumb Balanced's value examination focuses on studying past and present price action to predict the probability of Plumb Balanced's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Plumb Balanced's price. Additionally, you may evaluate how the addition of Plumb Balanced to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Plumb Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine Plumb Balanced value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Plumb Balanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.