Plumb Balanced Financial Statements From 2010 to 2024
| PLIBX Fund | USD 41.02 0.15 0.37% |
Check Plumb Balanced financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Plumb Balanced's main balance sheet or income statement drivers, such as , as well as many indicators such as . Plumb financial statements analysis is a perfect complement when working with Plumb Balanced Valuation or Volatility modules.
Plumb |
Plumb Balanced Mutual Fund Annual Yield Analysis
Plumb Balanced's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Plumb Balanced Annual Yield | 0.01 % |
Most of Plumb Balanced's fundamental indicators, such as Annual Yield, 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.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Plumb Balanced has an Annual Yield of 0.0121%. This is much higher than that of the Plumb Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The annual yield 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 fourth largest fund in annual yield among similar funds. It is regarded fifth largest fund in one year return among similar funds . 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.About Plumb Balanced Financial Statements
Plumb Balanced investors use historical fundamental indicators, such as Plumb Balanced's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Plumb Balanced. Please read more on our technical analysis and fundamental analysis pages.
The fund invests in a diversified portfolio of common stocks and fixed income securities. More than 50 percent 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 percent of the funds assets in fixed income senior securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Plumb Mutual Fund
Plumb Balanced financial ratios help investors to determine whether Plumb Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Plumb with respect to the benefits of owning Plumb Balanced security.
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