Plumb Equity Fund Quote
| PLBEX Fund | USD 31.70 0.46 1.43% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Plumb Equity is trading at 31.70 as of the 13th of December 2024; that is 1.43 percent decrease since the beginning of the trading day. The fund's open price was 32.16. Plumb Equity has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of December 2022 and ending today, the 13th of December 2024. Click here to learn more.
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. More on Plumb Equity Fund
Moving together with Plumb Mutual Fund
| 1.0 | PLBBX | Plumb Balanced | PairCorr |
| 0.95 | PLABX | Plumb Balanced | PairCorr |
| 0.91 | PLAEX | Plumb Equity | PairCorr |
| 1.0 | PLIBX | Plumb Balanced | PairCorr |
| 1.0 | PLIEX | Plumb Equity | PairCorr |
Moving against Plumb Mutual Fund
Plumb Mutual Fund Highlights
| Fund Concentration | Plumb Funds, Large Growth Funds, Large Growth, Plumb Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Plumb Equity Fund [PLBEX] is traded in USA and was established 13th of December 2024. Plumb Equity is listed under Plumb Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Plumb Funds family. This fund at this time has accumulated 21.79 M in assets with no minimum investment requirementsPlumb Equity is currently producing year-to-date (YTD) return of 25.93%, while the total return for the last 3 years was 7.54%.
Check Plumb Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Plumb Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Plumb Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Plumb Equity Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Plumb Equity Fund Mutual Fund Constituents
| TCEHY | Tencent Holdings Ltd | Pink Sheet | Internet Content & Information | |
| ANSS | ANSYS Inc | Stock | Information Technology | |
| FLT | Fleetcor Technologies | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| WEX | Wex Inc | Stock | Industrials | |
| V | Visa Class A | Stock | Financials | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials |
Plumb Equity Risk Profiles
| Mean Deviation | 0.6762 | |||
| Semi Deviation | 0.7736 | |||
| Standard Deviation | 0.8867 | |||
| Variance | 0.7863 |
Plumb Equity Against Markets
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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