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Undiscovered Managers Behavioral Value Fund Class R6 (UBVFX)

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78.96 +0.10    +0.13%
09/05 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.26B
Undiscovered Managers Behavioral Val R6 78.96 +0.10 +0.13%

UBVFX Overview

 
Find basic information about the Undiscovered Managers Behavioral Value Fund Class R6 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add UBVFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 6.01%
Prev. Close78.86
Risk Rating
TTM Yield2.12%
ROE8.78%
IssuerN/A
Turnover17%
ROA2.15%
Inception Date41394
Total Assets3.26B
Expenses0.79%
Min. Investment15,000,000
Market Cap5.03B
CategorySmall Value
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Undiscovered Managers Behavioral Value Fund Class R6 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 903 877 984 1145 2325 2228
Fund Return -9.72% -12.35% -1.57% 4.63% 18.38% 8.34%
Place in category 107 114 236 121 27 19
% in Category 28 33 49 35 8 8

Top Equity Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Large Cap Growth R6 64.58B -6.48 16.50 16.50
  JPMorgan Large Cap Growth Select 26.26B -6.56 16.22 16.20
  JPMorgan Equity Income R6 21.22B -0.77 6.61 9.34
  JPMorgan US Equity R6 16.99B -6.76 11.26 12.56
  JPMorgan Equity Income Select 14.83B -0.85 6.35 9.05

Top Funds for Small Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Value Index Admi 19.37B -8.54 5.34 7.47
  DFA US Small Cap Value I 14.56B -13.08 5.08 6.98
  DFA US Targeted Value I 12.26B -11.45 5.42 7.54
  Vanguard Small Cap Value Index I 5.79B -8.54 5.35 7.48
  Invesco SmallCapValue Y 3.75B -10.90 12.68 10.36

Top Holdings

Name ISIN Weight % Last Change %
  KeyCorp US4932671088 4.17 15.49 -0.51%
  Citizens Financial Group Inc US1746101054 3.58 39.12 +0.31%
  Old National Bancorp US6800331075 3.30 21.40 -0.74%
  Healthpeak Properties US42250P1030 3.12 17.47 +0.46%
Berry Global Group Inc US08579W1036 2.79 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Sell Sell
Technical Indicators BUY Strong Sell Strong Sell
Summary Buy Strong Sell Strong Sell
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