Plumb Fundamentals

PLBEX -  USA Fund  

USD 39.08  0.33  0.84%

Plumb Equity fundamentals help investors to digest information that contributes to Plumb Equity'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 Equity'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 Equity 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.

Plumb Fundamentals 

 
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Plumb Ten Year Return Analysis

Plumb Equity's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current Plumb Equity Ten Year Return

    
  12.29 %  
Most of Plumb Equity's fundamental indicators, such as Ten Year Return, 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 Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Plumb Equity Ten Year Return Component Assessment

Based on the latest financial disclosure, Plumb Equity has a Ten Year Return of 12.29%. This is much higher than that of the Plumb Funds family and significantly higher than that of the Large Growth category. The ten year return for all United States funds is notably lower than that of the firm.

Plumb Equity Fundamental Drivers 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 below average in ten year return among similar funds. It is rated top fund in equity positions weight among similar funds making about  7.88  of Equity Positions Weight per Ten Year Return. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Plumb Equity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Plumb Equity'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 Equity's earnings, one of the primary drivers of an investment's value.

Plumb Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Plumb Equity's direct or indirect competition against its Three Year Return 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 Equity could also be used in its relative valuation, which is a method of valuing Plumb Equity by comparing valuation metrics of similar companies.
Plumb Equity is currently under evaluation in three year return among similar funds.

Fund Asset Allocation for Plumb Equity

The fund consists of 96.82% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Plumb Fundamentals

About Plumb Equity Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Plumb Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Plumb Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Plumb Equity 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 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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Plumb Equity 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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Currently Active Assets on Macroaxis

Please check Plumb Equity Piotroski F Score and Plumb Equity Altman Z Score analysis. 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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

Complementary Tools for Plumb Mutual Fund analysis

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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Please note, there is a significant difference between Plumb Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine Plumb Equity value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Plumb Equity'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.