Plumb Balanced Mutual Fund Money Managers

PLBBX Fund  USD 40.84  0.39  0.95%   
Break down of Plumb Balanced's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Plumb Balanced's future under-performance.
  
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Symbol  PLBBX
Name  Plumb Balanced Fund
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Plumb Balanced Fund Leadership is currently not available.

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Plumb Balanced Net Asset Comparison

Plumb Balanced Fund is regarded fourth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 14.58 Billion. Plumb Balanced adds roughly 62.02 Million in net asset claiming only tiny portion of funds in Allocation--50% to 70% Equity category.

Plumb Balanced Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Plumb Balanced Price Series Summation is a cross summation of Plumb Balanced price series and its benchmark/peer.

About Plumb Balanced Management Performance

The success or failure of an entity such as Plumb Balanced often depends on how effective the management is. Plumb Balanced management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Plumb management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Plumb management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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.
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.

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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