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PLBBX Plumb Balanced Investor Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

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

Industry description

The investment seeks a high total return through capital appreciation while attempting to preserve principal, and secondarily seeks current income. The fund invests in a diversified portfolio of common stocks and fixed income securities. More than 50% 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% of the fund's assets in fixed income senior securities.

Market Cap

The average market capitalization across the Plumb Balanced Investor MF is 1.16T. The market cap for tickers in the group ranges from 9.91B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is WEX at 9.91B.

Volume

The average weekly volume growth across all stocks in the Plumb Balanced Investor MF was 43%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was -20%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 75
Price Growth Rating: 43
SMR Rating: 23
Profit Risk Rating: 29
Seasonality Score: 22 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Wisconsin Capital Funds Inc1200 John Q Hammons Drive, 2nd FloorMadison
Phone
N/A
Web
www.plumbfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
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MFs / NAMEPrice $Chg $Chg %
VGSAX35.980.09
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Virtus Duff & Phelps Glb Rl Estt Secs A
CWGFX67.04-0.72
-1.06%
American Funds Capital World Gr&Inc F1
TSCWX21.01-0.32
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Nuveen Quant Small Cap Equity W
DPWRX73.64-1.18
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BNY Mellon Worldwide Growth I
AGFCX15.46-0.34
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Alger Responsible Investing C

PLBBX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PLBBX has been closely correlated with RLBCX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if PLBBX jumps, then RLBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PLBBX
1D Price
Change %
PLBBX100%
-1.28%
RLBCX - PLBBX
90%
Closely correlated
-0.88%
RLBEX - PLBBX
90%
Closely correlated
-0.88%
RLBFX - PLBBX
90%
Closely correlated
-0.90%
RAMHX - PLBBX
90%
Closely correlated
-0.91%
FBONX - PLBBX
90%
Closely correlated
-0.90%
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