Calamos Investments Closed-End Funds Announce Monthly Distributions and Required Notifications of Sources of Distribution - ADVFN
| PLIBX Fund | USD 35.72 5.10 12.49% |
Slightly above 60% of Plumb Balanced's investor base is looking to short. The analysis of overall sentiment of trading Plumb Balanced mutual fund suggests that many investors are alarmed at this time. Plumb Balanced's investing sentiment can be driven by a variety of factors including economic data, Plumb Balanced's earnings reports, geopolitical events, and overall market trends.
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Calamos Investments Closed-End Funds Announce Monthly Distributions and Required Notifications of Sources of Distribution ADVFN
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Plumb Balanced Fundamental Analysis
We 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.
Ten Year Return
Ten Year Return Comparative Analysis
Plumb Balanced is currently under evaluation in ten year return among similar funds. Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Plumb Balanced Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Plumb Balanced mutual fund to make a market-neutral strategy. Peer analysis of Plumb Balanced could also be used in its relative valuation, which is a method of valuing Plumb Balanced by comparing valuation metrics with similar companies.
Peers
Plumb Balanced Related Equities
| SIBAX | Sit Balanced | 0.14 | ||||
| CBLAX | Columbia Balanced | 0.44 | ||||
| PTIAX | Performance Trust | 0.45 | ||||
| VLAAX | Value Line | 0.54 | ||||
| PLBEX | Plumb Equity | 1.36 |
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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