Plumb Equity Financial Statements From 2010 to 2024
| PLIEX Fund | USD 31.96 0.47 1.45% |
Check Plumb Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Plumb Equity'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 Equity Valuation or Volatility modules.
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 rated top fund in net asset among similar funds. It also 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.About Plumb Equity Financial Statements
Plumb Equity investors use historical fundamental indicators, such as Plumb Equity'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 Equity. Please read more on our technical analysis and fundamental analysis pages.
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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