Plumb Mutual Fund Financials

PLBBX -  USA Fund  

USD 42.60  0.05  0.12%

Understanding current and past Plumb Balanced Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Plumb Balanced's financial statements are interrelated, with each one affecting the others. For example, an increase in Plumb Balanced's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Plumb Balanced's financials over time to get the whole picture.
Use fundamental data analysis to confirm all available drivers of Plumb Balanced to find out if markets are presently mispricing the entity. We have analyzed sixteen available financial ratios for Plumb Balanced, which can be compared to its competitors. Use Plumb Balanced price to book, three year return, as well as the relationship between the Three Year Return and last dividend paid to make sure your decision on pricing Plumb Balanced is adequate. Use Plumb Balanced to protect your portfolios against small market fluctuations. The fund experiences a normal downward trend and little activity. Check odds of Plumb Balanced to be traded at $42.17 in 90 days.

Plumb Fundamentals 

 
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With this module, you can analyze Plumb financials for your investing period. You should be able to track the changes in Plumb Balanced individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  Chance Of Financial Distress
Less than 1
Plumb Balanced has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Plumb Balanced mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
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. .

Plumb Balanced Company Summary

Plumb Balanced competes with American Balanced, American Balanced, American Balanced, American Balanced, and American Balanced. 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.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressWisconsin Capital Funds
Mutual Fund FamilyPlumb Funds
Mutual Fund CategoryAllocation--50% to 70% Equity
BenchmarkDOW
Phone866 987 7888
CurrencyUSD - US Dollar
You should never invest in Plumb Balanced without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Plumb Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Plumb Balanced's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Plumb Balanced Key Financial Ratios

Generally speaking, Plumb Balanced's financial ratios allow both analysts and investors to convert raw data from Plumb Balanced's financial statements into concise, actionable information that can be used to evaluate the performance of Plumb Balanced over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Plumb Balanced reports annually and quarterly.

Plumb Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Plumb Balanced's current stock value. Our valuation model uses many indicators to compare Plumb Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Plumb Balanced competition to find correlations between indicators driving Plumb Balanced's intrinsic value. More Info.
Plumb Balanced is regarded fifth largest fund in ten year return among similar funds. It is rated top fund in equity positions weight among similar funds making about  7.29  of Equity Positions Weight per Ten Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Plumb Balanced by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Plumb Balanced's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Plumb Balanced's earnings, one of the primary drivers of an investment's value.

Plumb Balanced Systematic Risk

Plumb Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Plumb Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
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 Beta measures systematic risk based on how returns on Plumb Balanced correlated with the market. If Beta is less than 0 Plumb Balanced generally moves in the opposite direction as compared to the market. If Plumb Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Plumb Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Plumb Balanced is generally in the same direction as the market. If Beta > 1 Plumb Balanced moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About Plumb Balanced Financials

What exactly are Plumb Balanced Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Plumb Balanced's income statement, its balance sheet, and the statement of cash flows. Potential Plumb Balanced investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Plumb Balanced investors may use each financial statement separately, they are all related. The changes in Plumb Balanced's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Plumb Balanced's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Plumb Balanced is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Plumb grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Plumb Balanced is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 1.24 Trillion. 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 October 27, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Plumb Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Plumb Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of Plumb Balanced based on widely used predictive technical indicators. In general, we focus on analyzing Plumb Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Plumb Balanced's daily price indicators and compare them against related drivers.
Information Ratio(0.048551)
Maximum Drawdown3.29
Value At Risk(0.91)
Potential Upside1.02
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 Equity Search module to search for activelly traded equities including funds and ETFs from over 30 global markets.

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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.