Plumb Balanced Fund Quote
| PLBBX Fund | USD 35.55 0.28 0.79% |
PerformanceInsignificant
| Odds Of DistressLow
|
Plumb Balanced is trading at 35.55 as of the 20th of March 2025; that is 0.79 percent increase since the beginning of the trading day. The fund's open price was 35.27. Plumb Balanced has about a 22 % 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 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
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. More on Plumb Balanced Fund
Moving together with Plumb Mutual Fund
| 0.71 | PLBEX | Plumb Equity | PairCorr |
| 0.7 | PLABX | Plumb Balanced | PairCorr |
| 0.62 | PLAEX | Plumb Equity | PairCorr |
| 0.7 | PLIBX | Plumb Balanced | PairCorr |
| 0.62 | PLIEX | Plumb Equity | PairCorr |
Moving against Plumb Mutual Fund
Plumb Mutual Fund Highlights
| Fund Concentration | Plumb Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Plumb Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Plumb Balanced Fund [PLBBX] is traded in USA and was established 20th of March 2025. Plumb Balanced is listed under Plumb Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Plumb Funds family. This fund at this time has accumulated 62.02 M in assets with no minimum investment requirementsPlumb Balanced is currently producing year-to-date (YTD) return of 0.79% with the current yeild of 0.01%, while the total return for the last 3 years was 8.38%.
Check Plumb Balanced 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 Balanced 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 Balanced Fund Mutual Fund Constituents
| ISRG | Intuitive Surgical | Stock | Health Care | |
| SYF | Synchrony Financial | Stock | Financials | |
| MCHP | Microchip Technology | Stock | Information Technology | |
| NXPI | NXP Semiconductors NV | Stock | Information Technology | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| WEX | Wex Inc | Stock | Industrials | |
| V | Visa Class A | Stock | Financials | |
| TYL | Tyler Technologies | Stock | Information Technology |
Plumb Balanced Risk Profiles
| Mean Deviation | 0.7941 | |||
| Standard Deviation | 1.35 | |||
| Variance | 1.83 | |||
| Risk Adjusted Performance | (0.07) |
Plumb Balanced Against Markets
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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