Is the Bear Market Bounce a start of something new?

August 26, 2022

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Is the Bear Market Bounce a start of something new?

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Post author By webmaster
Post date August 26, 2022

Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice. References to other mutual funds should not be interpreted as an offer of these securities.

Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security. Current and future holdings are subject to risk.

Past performance does not guarantee future results.

Mutual fund investing involves risk. Principal loss is possible.

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Earnings Growth is not a measure of a securities’ future performance.

A bear market bounce is the term for a temporary increase in stock market prices that occurs during a bear market.

Gross Domestic Product (GDP) is the total monetary or market value of all the finished goods and services produced within a country in a specific time period.

Good Manufacturing Practice (GMP) is a system for ensuring that products are consistently produces and controlled according to quality standards.

Volatility Adjusted Return measures the profit a investment has made relative to the amount of the risk the investment has represented throughout a given period of time. If two or more investment delivered the same return over a given period of time, the one that has the lowest risk will have a better risk-adjusted return.

The Standard and Poor’s 500 or simply the S&P 500 is a stock market index tracking the stock performance of 500 large companies listed on exchanges in the United States.

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Mutual fund investing involves risk. Principal loss is possible.

The Funds may invest in smaller companies, which involve additional risks such as limited liquidity and greater volatility. The Funds may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. Growth stocks typically are more volatile than value stocks; however, value stocks have a lower expected growth rate in earnings and sales. Temporary Defensive Positions: Under adverse market conditions the Fund could invest a substantial portion of its assets in US Treasury securities and money market securities which could reduce the benefit from any upswing in the markets.

The Plumb Balanced Fund will invest in debt securities, which typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment by the Fund in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher-rated securities. Investments in Asset Backed and Mortgage Backed Securities include additional risks that investors should be aware of such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. The Fund may engage in short-term trading, which could produce higher transaction costs and taxable distributions and lower the fund’s after-tax performance.

Diversification does not assure a profit nor protect against loss in a declining market.

Investment performance reflects fee waivers. In the absence of these waivers, returns would be reduced.

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