MENU
+Compare
PLBEX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$32.86
Change
+$0.17 (+0.52%)
Net Assets
28.64M

PLBEX Plumb Equity Investor Forecast, Technical & Fundamental Analysis

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

Category: #Large Growth
Interact to see
Advertisement
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), Advanced Micro Devices (NASDAQ:AMD), Adobe (NASDAQ:ADBE), 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 Investor MF is 1.27T. The market cap for tickers in the group ranges from 7.34B to 4.39T. NVDA holds the highest valuation in this group at 4.39T. The lowest valued company is ELF at 7.34B.

Volume

The average weekly volume growth across all stocks in the Plumb Equity Investor MF was 61%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was -28%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 100
Price Growth Rating: 44
SMR Rating: 100
Profit Risk Rating: 44
Seasonality Score: -62 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BDUUY31.44N/A
N/A
Bangkok Dusit Medical Services Public Co., Ltd.
CZASF0.01N/A
N/A
China Zhengtong Auto Services Holdings Ltd.
PROM1.20N/A
N/A
Propel Media, Inc.
THDDY20.60N/A
N/A
TV Asahi Holdings Corp.
IVAUF11.01N/A
N/A
Investcorp AI Acquisition Corp.

PLBEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PLBEX 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 PLBEX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PLBEX
1D Price
Change %
PLBEX100%
N/A
GFACX - PLBEX
95%
Closely correlated
+0.62%
RGAFX - PLBEX
87%
Closely correlated
+0.62%
GFFFX - PLBEX
84%
Closely correlated
+0.62%
RGAEX - PLBEX
84%
Closely correlated
+0.63%
AGTHX - PLBEX
84%
Closely correlated
+0.62%
More