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PLAEX
Mutual Fund ticker: NASDAQ
AS OF
Apr 3 closing price
Price
$26.56
Change
-$1.32 (-4.73%)
Net Assets
24.98M

PLAEX Plumb Equity A Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), VISA (NYSE:V), Mastercard (NYSE:MA), Adobe (NASDAQ:ADBE), Advanced Micro Devices (NASDAQ:AMD), Autodesk (NASDAQ:ADSK).

Industry description

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets, including borrowings for investment purposes, in common stocks and other equity securities, such as exchange-traded funds (ETFs), options, preferred stocks and securities convertible into such equity securities. It generally invests in higher quality companies that are trading at significant discounts to portfolio managers' estimates of their intrinsic value. These companies may include large, medium, and smaller-sized companies.

Market Cap

The average market capitalization across the Plumb Equity A MF is 935.49B. The market cap for tickers in the group ranges from 10.66B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ELF at 10.66B.

Volume

The average weekly volume growth across all stocks in the Plumb Equity A MF was 51%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was 47%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 65
P/E Growth Rating: 77
Price Growth Rating: 60
SMR Rating: 30
Profit Risk Rating: 41
Seasonality Score: -7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Wisconsin Capital Funds Inc1200 John Q Hammons Drive, 2nd FloorMadison
Phone
N/A
Web
www.plumbfunds.com
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PLAEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PLAEX has been closely correlated with GFACX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if PLAEX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PLAEX
1D Price
Change %
PLAEX100%
N/A
GFACX - PLAEX
95%
Closely correlated
N/A
VIGRX - PLAEX
94%
Closely correlated
N/A
VIGAX - PLAEX
94%
Closely correlated
N/A
VIGIX - PLAEX
94%
Closely correlated
N/A
FAFGX - PLAEX
86%
Closely correlated
N/A
More