Plumb Mutual Fund Financials

Understanding current and past Plumb Equity Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Plumb Equity's financial statements are interrelated, with each one affecting the others. For example, an increase in Plumb Equity's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Plumb Equity's financials over time to get the whole picture.
We recommend to use Plumb Equity fundamental analysis to find out if markets are presently mispricing the entity. Put it differently this technique allows you to confirm available drivers of Plumb Equity as well as the relationship between them. We were able to analyze and collect data for fifteen available financial ratios for Plumb Equity, which can be compared to its competitors. Use Plumb Equity 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 Equity is adequate.

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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 Equity 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 Equity 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 Equity 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 Equity's official financial statements usually reflect Plumb Equity'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 Equity. For example, before you start analyzing numbers published by Plumb accountants, it's critical to develop an understanding of what Plumb Equity'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 Equity, 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 Equity Company Summary

The fund normally invests at least 80 percent of its assets, including borrowings for investment purposes, in common stocks and other equity securities, such as exchange-traded funds , options, preferred stocks and securities convertible into such equity securities. Plumb Equity 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 CategoryLarge Growth
BenchmarkDOW
Phone866 987 7888
CurrencyUSD - US Dollar

Plumb Equity Key Financial Ratios

Generally speaking, Plumb Equity's financial ratios allow both analysts and investors to convert raw data from Plumb Equity's financial statements into concise, actionable information that can be used to evaluate the performance of Plumb Equity 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 Equity reports annually and quarterly.

Plumb Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Plumb Equity's current stock value. Our valuation model uses many indicators to compare Plumb Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Plumb Equity competition to find correlations between indicators driving Plumb Equity's intrinsic value. More Info.
Plumb Equity is rated top fund in price to book among similar funds. It is rated top fund in three year return among similar funds reporting about  5.47  of Three Year Return per Price to Book.
Plumb Equity is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Growth category is currently estimated at about 75.14 Million. Plumb Equity totals roughly 37.57 Million in net asset claiming about 50% of funds under Large Growth category.
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Check out Your Equity Center. Note that the Plumb Equity information on this page should be used as a complementary analysis to other Plumb Equity'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 Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

Other Tools for Plumb Mutual Fund

When running Plumb Equity price analysis, check to measure Plumb Equity'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 Equity is operating at the current time. Most of Plumb Equity's value examination focuses on studying past and present price action to predict the probability of Plumb Equity's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Plumb Equity's price. Additionally, you may evaluate how the addition of Plumb Equity to your portfolios can decrease your overall portfolio volatility.
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