Plumb Equity Fund Analysis

Plumb Mutual Fund Analysis Notes

The fund generated five year return of 11.0%. Plumb Equity maintains 95.98% of assets in stocks. This fund last dividend was 0.15 per share. Large Growth To find out more about Plumb Equity Fund contact the company at 866-987-7888.

Plumb Equity Investment Alerts

Plumb Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Plumb Equity's market, we take the total number of its shares issued and multiply it by Plumb Equity's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Plumb Equity Fund Mutual Fund Constituents

Technical Drivers

As of the 13th of December 2024, Plumb Equity holds the Risk Adjusted Performance of 0.0985, coefficient of variation of 751.1, and Semi Deviation of 0.7736. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Plumb Equity, as well as the relationship between them.

Plumb Equity Price Movement Analysis

Plumb Equity Predictive Daily Indicators

Plumb Equity Forecast Models

Plumb Equity's time-series forecasting models are one of many Plumb Equity's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Plumb Equity's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Plumb Equity prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Plumb shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Plumb Equity. By using and applying Plumb Mutual Fund analysis, traders can create a robust methodology for identifying Plumb entry and exit points for their positions.

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.