Plumb Mutual Fund Quote

PLBBX
 Fund
  

USD 30.13  0.76  2.59%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
Plumb Balanced is trading at 30.13 as of the 27th of June 2022; that is 2.59 percent up since the beginning of the trading day. The fund's open price was 29.37. Plumb Balanced has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Plumb Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of May 2022 and ending today, the 27th of June 2022. Click here to learn more.
The fund invests in a diversified portfolio of common stocks and fixed income securities. Plumb Balanced is traded on NASDAQ Exchange in the United States. More on Plumb Balanced

Moving together with Plumb Balanced

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0.98DISWalt Disney Fiscal Year End 9th of November 2022 PairCorr

Plumb Balanced Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Plumb Balanced's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Plumb Balanced or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Plumb Balanced generated a negative expected return over the last 90 days
Plumb Balanced is unlikely to experience financial distress in the next 2 years
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Plumb Balanced's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate24th of May 2007
Plumb Balanced [PLBBX] is traded in USA and was established 27th of June 2022. The fund is listed under Allocation--50% to 70% Equity category and is part of Plumb Funds family. Plumb Balanced at this time has accumulated 86.53 M in assets with no minimum investment requirements, while the total return for the last 3 years was 9.88%.
Check Plumb Balanced Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Plumb Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Plumb Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Plumb Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Plumb Balanced Constituents

Plumb Balanced Target Price Odds Analysis

What are Plumb Balanced's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Plumb Balanced jumping above the current price in 90 days from now is about 84.86%. The Plumb Balanced probability density function shows the probability of Plumb Balanced mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0476 indicating Plumb Balanced market returns are sensitive to returns on the market. As the market goes up or down, Plumb Balanced is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Plumb Balanced is significantly underperforming DOW.
  Odds Below 30.13HorizonTargetOdds Above 30.13
15.02%90 days
 30.13 
84.86%
Based on a normal probability distribution, the odds of Plumb Balanced to move above the current price in 90 days from now is about 84.86 (This Plumb Balanced probability density function shows the probability of Plumb Mutual Fund to fall within a particular range of prices over 90 days) .

Plumb Balanced Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Plumb Balanced market risk premium is the additional return an investor will receive from holding Plumb Balanced long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Plumb Balanced. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Plumb Balanced's alpha and beta are two of the key measurements used to evaluate Plumb Balanced's performance over the market, the standard measures of volatility play an important role as well.

Plumb Balanced Against Markets

Picking the right benchmark for Plumb Balanced mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Plumb Balanced mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Plumb Balanced is critical whether you are bullish or bearish towards Plumb Balanced at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Plumb Balanced without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Investing Plumb Balanced

You need to understand the risk of investing before taking a position in Plumb Balanced. The danger of trading Plumb Balanced is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Plumb Balanced is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Plumb Balanced. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Plumb Balanced is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 Analyst Recommendations module to analyst recommendations and target price estimates broken down by several categories.

Complementary Tools for Plumb Mutual Fund analysis

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.