Plumb Equity Fund Quote
| PLBEX Fund | USD 32.92 0.32 0.98% |
PerformanceMild
| Odds Of DistressLow
|
Plumb Equity is trading at 32.92 as of the 20th of October 2025; that is 0.98 percent increase since the beginning of the trading day. The fund's open price was 32.6. Plumb Equity has about a 20 % 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 September 2025 and ending today, the 20th of October 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets, including borrowings for investment purposes, in common stocks and other equity securities, such as exchange-traded funds , options, preferred stocks and securities convertible into such equity securities. More on Plumb Equity Fund
Moving together with Plumb Mutual Fund
Plumb Mutual Fund Highlights
| Fund Concentration | Plumb Funds, Large Growth Funds, Large Growth, Plumb Funds (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Plumb Equity Fund [PLBEX] is traded in USA and was established 20th of October 2025. Plumb Equity is listed under Plumb Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Plumb Funds family. This fund at this time has accumulated 21.79 M in assets with no minimum investment requirementsPlumb Equity is currently producing year-to-date (YTD) return of 6.33%, while the total return for the last 3 years was 19.18%.
Check Plumb Equity 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 Equity 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 Equity Fund Mutual Fund Constituents
| TCEHY | Tencent Holdings Ltd | Pink Sheet | Internet Content & Information | |
| ANSS | ANSYS Inc | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| WEX | Wex Inc | Stock | Industrials | |
| V | Visa Class A | Stock | Financials | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NXPI | NXP Semiconductors NV | Stock | Information Technology |
Plumb Equity Risk Profiles
| Mean Deviation | 0.637 | |||
| Semi Deviation | 0.8875 | |||
| Standard Deviation | 0.8989 | |||
| Variance | 0.8081 |
Plumb Equity Against Markets
Other Information on Investing in Plumb Mutual Fund
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.
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |