Plumb Balanced Equity Positions Weight vs. Annual Yield
| PLIBX Fund | USD 35.72 5.10 12.49% |
For Plumb Balanced profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Plumb Balanced to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Plumb Balanced utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Plumb Balanced's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Plumb Balanced over time as well as its relative position and ranking within its peers.
Plumb |
Plumb Balanced Annual Yield vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Plumb Balanced's current stock value. Our valuation model uses many indicators to compare Plumb Balanced value to that of its competitors to determine the firm's financial worth. Plumb Balanced is rated top fund in equity positions weight among similar funds. It is regarded fourth largest fund in annual yield among similar funds . The ratio of Equity Positions Weight to Annual Yield for Plumb Balanced is about 5,903 . 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 Balanced's earnings, one of the primary drivers of an investment's value.Plumb Annual Yield vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Plumb Balanced |
| = | 67.88 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Plumb Balanced |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Plumb Annual Yield Comparison
Plumb Balanced is currently under evaluation in annual yield among similar funds.
Plumb Balanced Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Plumb Balanced, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Plumb Balanced will eventually generate negative long term returns. The profitability progress is the general direction of Plumb Balanced's change in net profit over the period of time. It can combine multiple indicators of Plumb Balanced, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Plumb Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Plumb Balanced. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Plumb Balanced position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Plumb Balanced's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Plumb Balanced without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Odds Of Bankruptcy Now
Odds Of BankruptcyGet analysis of equity chance of financial distress in the next 2 years |
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Use Investing Themes to Complement your Plumb Balanced position
In addition to having Plumb Balanced in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Railroads Thematic Idea Now
Railroads
Companies involved in manufacturing and maintenance of freight railroads and passenger trains as well as providing railroad services to public. The Railroads theme has 46 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Railroads Theme or any other thematic opportunities.
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Other Information on Investing in Plumb Mutual Fund
To fully project Plumb Balanced's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Plumb Balanced at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Plumb Balanced's income statement, its balance sheet, and the statement of cash flows.
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