Plumb Equity Fund Cash Position Weight
PLBEX Fund | USD 27.04 0.67 0.27% |
Plumb Equity Fund 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. The fundamental analysis module provides a way to measure Plumb Equity'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 Equity mutual fund.
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Plumb Cash Position Weight Analysis
Plumb Equity'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 Equity Cash Position Weight | 4.02 % |
Most of Plumb Equity'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 Equity Fund 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.
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Plumb Equity Cash Position Weight Component Assessment
In accordance with the recently published financial statements, Plumb Equity Fund has 4.02% in Cash Position Weight. This is much higher than that of the Plumb Funds family and significantly higher than that of the Large Growth 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 Equity'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 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 cash position weight among similar funds.
Fund Asset Allocation for Plumb Equity
The fund consists of 95.98% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Plumb Equity'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
Price To Earning | 22.74 X | |||
Price To Book | 2.74 X | |||
Price To Sales | 3.83 X | |||
Total Asset | 14.7 M | |||
Year To Date Return | 15.80 % | |||
One Year Return | 51.07 % | |||
Three Year Return | 5.91 % | |||
Five Year Return | 11.07 % | |||
Ten Year Return | 12.29 % | |||
Net Asset | 21.79 M | |||
Last Dividend Paid | 0.15 | |||
Cash Position Weight | 4.02 % | |||
Equity Positions Weight | 95.98 % |
About Plumb Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Plumb Equity Fund'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 Fund 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.
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 Equity 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 Equity's short interest history, or implied volatility extrapolated from Plumb Equity options trading.
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Check out Plumb Equity Piotroski F Score and Plumb Equity Altman Z Score analysis. Note that the Plumb Equity Fund 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 the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Complementary Tools for Plumb Mutual Fund analysis
When running Plumb Equity's 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 the 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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