NASDAQ · Asset Management

Plumb Balanced Fund (PLBBX) Stock

$41.08 +0.00% NASDAQ: PLBBX Financial Services

The Fund 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.

Valuation

MetricValue
Price$41.08
Market Cap$66.97M
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$41.67
52-Week Low$35.53
Dividend Yield8.47%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y15.42%
Return 3Y50.06%
Return 5Y34.01%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
BFINXBaron FinTech Fund $17.51 -0.34% $71.78M 0.00%
BOGSXBlack Oak Emerging Technology Fund $11.08 -1.42% $79.59M 4.24%
FPCGXFort Pitt Capital Total Return Fund $24.26 -1.94% $63.27M 20.94%
HSUTXRational Dynamic Brands Fund Institutional Class $63.97 +0.98% $51.35M 0.00%
MMEYXVictory Integrity Discovery Y $68.45 +1.56% $93.50M 7.00%

About Plumb Balanced Fund

The Fund 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.

Plumb Balanced Fund is headquartered in US.

Plumb Balanced Fund (PLBBX) stock trades at $41.08 with a market capitalization of $66.97M. Over the past 52 weeks the stock has ranged between $35.53 and $41.67, and currently trades 1.4% below its 52-week high. It pays a dividend yielding 8.47%.

Official website: www.pimco.com

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