Plumb Mutual Fund Analysis

PLBBX -  USA Fund  

USD 42.79  0.05  0.12%

The current indifference towards the small price fluctuations of Plumb Balanced may encourage investors to take a closer look at the fund as it is trading at a share price of 42.79 on slow start in trading volume. The fund money managers did not add any value to Plumb Balanced investors in August. However, most investors can still diversify their portfolios with Plumb Balanced to hedge their inherited risk against high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 0.59. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
Please check Your Equity Center.

Search Mutual Fund Analysis 

 
Refresh
The Plumb Balanced mutual fund analysis report makes it easy to digest most publicly released information about Plumb Balanced and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Plumb Mutual Fund analysis module also helps to analyze the Plumb Balanced price relationship with some important fundamental indicators such as market cap and management efficiency.

Plumb Mutual Fund Analysis Notes

The fund maintains about 29.48% of assets in bonds. Plumb Balanced last dividend was 0.16 per share. The fund invests in a diversified portfolio of common stocks and fixed income securities. More than 50% of its assets are normally invested in common stocks. The fund invests in many types of stocks, including a blend of large company stocks, small company stocks, growth stocks, and value stocks. It also normally invests at least 25% of the fund's assets in fixed income senior securities. To find out more about Plumb Balanced contact the company at 866-987-7888.

Plumb Balanced Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Plumb Balanced's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Plumb Balanced or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Plumb Balanced is unlikely to experience financial distress in the next 2 years
The fund maintains about 29.48% of its assets in bonds

Management Efficiency

Plumb Balanced management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
ISRG
Intuitive Surg 0.14 (1.89) 
SYF
Synchrony Financial(0.0075) (2.63) 
MCHP
Microchip Technology 0.06 (2.68) 
NXPI
Nxp Semiconductors 0.0452 (3.13) 
JPM
JP Morgan Chase 0.015 (1.75) 
WEX
Wex Inc(0.17) (2.82) 
V
Visa Inc(0.0495) (1.59) 
TYL
Tyler Technologies 0.0371 (1.25) 
PYPL
Paypal Holdings(0.06) (2.58) 
NVDA
Nvidia Corp(0.09) (3.59) 
MSFT
Microsoft Corp 0.17 (0.99) 
MA
Mastercard(0.11) (2.37) 
LMT
Lockheed Martin Corp(0.22) (1.73) 
AAPL
Apple Inc 0.11 (2.14) 
HON
Honeywell International(0.0248) (1.47) 
FLT
Fleetcor Technologies(0.0453) (2.23) 
FISV
Fiserv Inc(0.0219) (2.43) 
DFS
Discover Financial Services(0.11) (3.08) 
BABA
Alibaba Group Holding(0.19) (4.91) 
AXP
American Express(0.0063) (2.04) 

Technical Drivers

As of the 28th of September, Plumb Balanced holds the Semi Deviation of 0.4164, coefficient of variation of 869.93, and Risk Adjusted Performance of 0.0776. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Plumb Balanced, as well as the relationship between them. Put it differently, you can use this information to find out if the fund will indeed mirror its model of past market data, or the prices will eventually revert. We have analyzed nineteen technical drivers for Plumb Balanced, which can be compared to its competitors. Please check Plumb Balanced jensen alpha and downside variance to decide if Plumb Balanced is priced some-what accurately, providing market reflects its current price of 42.79 per share.

Plumb Balanced Price Movement Analysis

The output start index for this execution was twenty-nine with a total number of output elements of thirty-two. The Mid-point over period is an average of Plumb Balanced highest and lowest values attained during the given period. View also all equity analysis or get more info about midpoint over period overlap studies indicator.

Plumb Balanced Technical and Predictive Indicators

Plumb Balanced Forecast Models

Plumb Balanced time-series forecasting models is one of many Plumb Balanced's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Plumb Balanced's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Plumb Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Plumb Balanced stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Plumb shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Plumb Balanced. By using and applying Plumb Mutual Fund analysis, traders can create a robust methodology for identifying Plumb entry and exit points for their positions.
The investment seeks a high total return through capital appreciation while attempting to preserve principal, and secondarily seeks current income. Plumb Balanced is traded on NASDAQ Exchange in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Plumb Balanced to your portfolios without increasing risk or reducing expected return.

Did you try this?

Run Bollinger Bands Now

   

Bollinger Bands

Use Bollinger Bands indicator to analyze target price for a given investing horizon
All  Next Launch Module
Please check Your Equity Center. 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 Fund Screener module to find activelly-traded funds from around the world traded on over 30 global exchanges.

Complementary Tools for Plumb Mutual Fund analysis

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.
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Go
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Go
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.