Plumb Fundamentals

PLBBX -  USA Fund  

USD 32.00  0.72  2.30%

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. This fundamental analysis module provides a way for investors to measures Plumb Balanced's intrinsic value by examining all of its available economic and financial indicators and drivers, 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. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  
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Plumb Equity Positions Weight Analysis

Plumb Balanced's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Stock Percentage 
 = 
% of Equities 
 
in the fund 
More About Equity Positions Weight | All Equity Analysis

Current Plumb Balanced Equity Positions Weight

    
  65.05 %  
Most of Plumb Balanced's fundamental indicators, such as Equity Positions 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 with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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Plumb Balanced Equity Positions Weight Component Assessment

According to the company disclosure, Plumb Balanced has an Equity Positions Weight of 65%. This is much higher than that of the Plumb Funds family and significantly higher than that of the Family category. The equity positions weight for all United States funds is notably lower than that of the firm.

Plumb Balanced Fundamental Drivers 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 second largest fund in cash position weight among similar funds. It is rated top fund in last dividend paid among similar funds creating about  0.11  of Last Dividend Paid per Cash Position Weight. The ratio of Cash Position Weight to Last Dividend Paid for Plumb Balanced is roughly  9.00 . 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.

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Fundamental Analysis

View fundamental data based on most recent published financial statements
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Fund Asset Allocation for Plumb Balanced

The fund invests 65.05% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (1.44%) and various exotic instruments (33.51%).
 Value 
      Instrument Type 

Plumb Fundamentals

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.
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.

Plumb Balanced Investors Sentiment

The influence of Plumb Balanced's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Plumb. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
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.

Current Sentiment - PLBBX

Plumb Balanced Investor Sentiment

Most of Macroaxis users are at this time bullish on Plumb Balanced. What is your perspective on investing in Plumb Balanced? Are you bullish or bearish?
Bullish
Bearish
98% Bullish
2% Bearish
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Currently Active Assets on Macroaxis

Please check Plumb Balanced Piotroski F Score and Plumb Balanced Altman Z Score analysis. 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 Money Managers module to screen money managers from public funds and ETFs managed around the world.

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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.