Plumb Equity Fund Quote
| PLAEX Fund | USD 31.23 0.00 0.00% |
PerformanceStrong
| Odds Of DistressLow
|
Plumb Equity is trading at 31.23 as of the 20th of July 2025; that is No Change since the beginning of the trading day. The fund's open price was 31.23. Plumb Equity has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 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
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 June 2025 |
Plumb Equity [PLAEX] is traded in USA and was established 20th of July 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. Plumb Equity at this time has accumulated 23.58 M in assets with no minimum investment requirements with the current yeild of 0.0%.
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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 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 Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| ADSK | Autodesk | Stock | Information Technology | |
| ADYEY | Adyen NV | Pink Sheet | Software—Infrastructure | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CPRT | Copart Inc | Stock | Industrials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| ISRG | Intuitive Surgical | Stock | Health Care | |
| MA | Mastercard | Stock | Financials |
Plumb Equity Risk Profiles
| Mean Deviation | 0.7027 | |||
| Semi Deviation | 0.5608 | |||
| Standard Deviation | 0.9877 | |||
| Variance | 0.9756 |
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.
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