Plumb Equity Financials
| PLAEX Fund | USD 31.93 0.18 0.57% |
Plumb |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Plumb Equity Fund Summary
Plumb Equity competes with Plumb Balanced, Edgewood Growth, Growth Fund, Baron Fifth, and Polen Growth. 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. It generally invests in higher quality companies that are trading at significant discounts to portfolio managers estimates of their intrinsic value. These companies may include large, medium, and smaller-sized companies.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Wisconsin Capital Funds |
| Mutual Fund Family | Plumb Funds |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 866 987 7888 |
| Currency | USD - US Dollar |
Plumb Financial Ratios 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 regarded fifth largest fund in net asset among similar funds. It is rated top fund in cash position weight among similar funds . The ratio of Net Asset to Cash Position Weight for Plumb Equity is about 5,866,635 . 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 Equity Systematic Risk
Plumb Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Plumb Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Plumb Equity correlated with the market. If Beta is less than 0 Plumb Equity generally moves in the opposite direction as compared to the market. If Plumb Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Plumb Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Plumb Equity is generally in the same direction as the market. If Beta > 1 Plumb Equity moves generally in the same direction as, but more than the movement of the benchmark.
Plumb Equity December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Plumb Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Plumb Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Plumb Equity based on widely used predictive technical indicators. In general, we focus on analyzing Plumb Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Plumb Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.12 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 4.66 | |||
| Value At Risk | (1.99) | |||
| Potential Upside | 1.52 |
Other Information on Investing in Plumb Mutual Fund
Plumb Equity 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 Equity security.
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