PLUMB Mutual Fund Quote

PLBBX
 Fund
  

USD 31.19  0.04  0.13%   

Market Performance
4 of 100
Odds Of Distress
Less than 1
PLUMB BALANCED is trading at 31.19 as of the 5th of December 2022; that is -0.13 percent down since the beginning of the trading day. The fund's open price was 31.23. PLUMB BALANCED has a very small chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for PLUMB BALANCED FUND are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of February 2022 and ending today, the 5th of December 2022. Click here to learn more.
CUSIP
976586107
ISIN
US9765861078
Fiscal _ Year _ End
March
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 FUND

Moving together with PLUMB BALANCED

+0.91AAAlcoa Corp Downward RallyPairCorr

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. 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 FUND 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
Strong HoldFairly Valued
Startdate24th of May 2007
PLUMB BALANCED FUND [PLBBX] is traded in USA and was established 5th of December 2022. The fund is listed under Allocation--50% to 70% Equity category and is part of Plumb Funds family. PLUMB BALANCED FUND 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

PLUMB BALANCED Target Price Odds Analysis

Based on a normal probability distribution, the odds of PLUMB BALANCED jumping above the current price in 90 days from now is about 5.25%. The PLUMB BALANCED FUND 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 PLUMB BALANCED has a beta of 0.8462 indicating as returns on the market go up, PLUMB BALANCED average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding PLUMB BALANCED FUND will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. PLUMB BALANCED FUND is significantly underperforming NYSE Composite.
  Odds Below 31.19HorizonTargetOdds Above 31.19
94.65%90 days
 31.19 
5.25%
Based on a normal probability distribution, the odds of PLUMB BALANCED to move above the current price in 90 days from now is about 5.25 (This PLUMB BALANCED FUND probability density function shows the probability of PLUMB Mutual Fund to fall within a particular range of prices over 90 days) .

PLUMB BALANCED FUND 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 FUND 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 the 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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Positions Ratings

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Invested in PLUMB BALANCED FUND?

The danger of trading PLUMB BALANCED FUND 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 FUND 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 FUND 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 Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.

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When running PLUMB BALANCED FUND 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.