Plumb Balanced Fund Equity Positions Weight
| PLIBX Fund | USD 40.82 0.38 0.92% |
Plumb Balanced fundamentals help investors to digest information that contributes to Plumb Balanced'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 Balanced'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 Balanced mutual fund.
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Plumb Balanced Mutual Fund Equity Positions Weight Analysis
Plumb Balanced's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Plumb Balanced Equity Positions Weight | 67.88 % |
Most of Plumb Balanced's fundamental indicators, such as Equity Positions Weight, 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 Balanced is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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According to the company disclosure, Plumb Balanced has an Equity Positions Weight of 67%. This is much higher than that of the Plumb Funds family and significantly higher than that of the Allocation--50% to 70% Equity category. The equity positions weight for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Plumb Balanced
The fund invests 67.88% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (29.48%) , cash (0.76%) and various exotic instruments.Asset allocation divides Plumb Balanced'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 | 140.16 M | ||||
| Annual Yield | 0.01 % | ||||
| One Year Return | (4.36) % | ||||
| Three Year Return | 14.96 % | ||||
| Five Year Return | (0.66) % | ||||
| Ten Year Return | 3.96 % | ||||
| Net Asset | 67.08 M | ||||
| Minimum Initial Investment | 2.5 K | ||||
| Last Dividend Paid | 0.23 | ||||
| Cash Position Weight | 0.76 % | ||||
| Equity Positions Weight | 67.88 % | ||||
| Bond Positions Weight | 29.48 % |
About Plumb Balanced Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Plumb Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Plumb Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Plumb Balanced 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.
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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 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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