Plumb Balanced Fund Analysis

Plumb Mutual Fund Analysis Notes

The fund last dividend was 0.16 per share. Large Growth To find out more about Plumb Balanced Fund contact the company at 866-987-7888.

Plumb Balanced Investment Alerts

Plumb Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Plumb Balanced's market, we take the total number of its shares issued and multiply it by Plumb Balanced's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Plumb Balanced Fund Mutual Fund Constituents

Technical Drivers

As of the 23rd of April, Plumb Balanced holds the Coefficient Of Variation of 730.99, risk adjusted performance of 0.085, and Semi Deviation of 0.4164. 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 36.5 per share.

Plumb Balanced Price Movement Analysis

Plumb Balanced Predictive Daily Indicators

Plumb Balanced Forecast Models

Plumb Balanced's time-series forecasting models are one of many Plumb Balanced's mutual fund analysis techniques aimed at predicting 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 market movement and maximize returns from investment trading.

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Plumb Balanced prices is reacting to, or reflecting on a current 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 fund 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 Fund 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.

Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Plumb Balanced Fund. 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 Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.