Plumb Balanced Fund Cash Position Weight
| PLABX Fund | USD 37.27 0.35 0.89% |
Plumb Balanced fundamentals help investors to digest information that contributes to Plumb Balanced's financial success or failures. It also enables traders to predict the movement of Plumb Mutual Fund. The fundamental analysis module provides a way to measure Plumb Balanced's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Plumb Balanced mutual fund.
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Plumb Balanced Mutual Fund Cash Position Weight Analysis
Plumb Balanced's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Plumb Balanced Cash Position Weight | 0.63 % |
Most of Plumb Balanced's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Plumb Balanced is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Plumb Balanced has 0.63% in Cash Position Weight. This is much higher than that of the Plumb Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The cash position weight for all United States funds is notably lower than that of the firm.
Plumb Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Plumb Balanced's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Plumb Balanced could also be used in its relative valuation, which is a method of valuing Plumb Balanced by comparing valuation metrics of similar companies.Plumb Balanced is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Plumb Balanced
The fund invests 65.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.83%) , cash (0.63%) and various exotic instruments.Asset allocation divides Plumb Balanced's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Plumb Fundamentals
| Total Asset | 59.49 M | ||||
| Annual Yield | 0.01 % | ||||
| One Year Return | (3.50) % | ||||
| Three Year Return | 17.94 % | ||||
| Five Year Return | (0.15) % | ||||
| Ten Year Return | 1.43 % | ||||
| Net Asset | 67.08 M | ||||
| Cash Position Weight | 0.63 % | ||||
| Equity Positions Weight | 65.00 % | ||||
| Bond Positions Weight | 0.83 % |
About Plumb Balanced Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Plumb Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Plumb Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Plumb Balanced based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Plumb Balanced in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Plumb Balanced's short interest history, or implied volatility extrapolated from Plumb Balanced options trading.
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Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Plumb Balanced using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Plumb Balanced. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics. 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 the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.