Plumb Equity Fund Fundamentals
| PLIEX Fund | USD 32.20 0.19 0.59% |
Plumb Equity 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.
Plumb |
Plumb Equity Mutual Fund Net Asset Analysis
Plumb Equity's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Plumb Equity Net Asset | 23.58 M |
Most of Plumb Equity's fundamental indicators, such as Net Asset, 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 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Plumb Equity has a Net Asset of 23.58 M. This is much higher than that of the Plumb Funds family and significantly higher than that of the Large Growth category. The net asset for all United States funds is notably lower than that of the firm.
Plumb Equity Fundamental Drivers 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 minimum initial investment among similar funds . The ratio of Net Asset to Minimum Initial Investment for Plumb Equity is about 9,434 . 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 Net Asset 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 Net Asset 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 net asset among similar funds.
Fund Asset Allocation for Plumb Equity
The fund consists of 96.82% 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
| Total Asset | 39.5 M | ||||
| Net Asset | 23.58 M | ||||
| Minimum Initial Investment | 2.5 K | ||||
| Last Dividend Paid | 0.22 | ||||
| Cash Position Weight | 3.18 % | ||||
| Equity Positions Weight | 96.82 % |
About Plumb Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Plumb Equity'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 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. 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.
Also Currently Popular
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 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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