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Undiscovered Managers Behavioral Value Fund Class A (UBVAX)

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76.75 -0.52 -0.67%

04/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 651.64M

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UBVAX Holdings

Comprehensive information about top holdings and Key Holding Information for the Undiscovered Managers Behavioral Val A (UBVAX) fund. Our Undiscovered Managers Behavioral Val A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.74	2.74	0.00
Shares	97.26	97.26	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.05	12.57
Price to Book	1.28	1.43
Price to Sales	0.96	0.96
Price to Cash Flow	6.77	6.92
Dividend Yield	2.76	2.28
5 Years Earnings Growth	8.82	10.62

Sector Allocation

Name	Net %	Category Average
Financial Services	30.73	25.45
Industrials	15.46	16.77
Consumer Cyclical	13.72	12.21
Utilities	9.11	3.69
Healthcare	6.88	6.55
Technology	6.14	10.04
Real Estate	6.10	8.05
Energy	5.46	6.48
Basic Materials	4.29	5.81
Consumer Defensive	1.73	4.15
Communication Services	0.40	2.28

Region Allocation

Equities

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 102

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
KeyCorp	US4932671088	4.17	15.90	-0.81%
Citizens Financial Group Inc	US1746101054	3.58	40.17	-1.62%
Old National Bancorp	US6800331075	3.30	20.78	-1.70%
Healthpeak Properties	US42250P1030	3.12	17.10	-0.29%
Berry Global Group Inc	US08579W1036	2.79	-	-
Graphic Packaging	US3886891015	2.49	21.98	-1.17%
FNB	US3025201019	2.46	13.76	-0.86%
Devon Energy	US25179M1036	2.36	31.56	-1.41%
AGCO	US0010841023	2.10	99.74	+0.20%
Kemper	US4884011002	2.08	63.51	-1.60%

Top Equity Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	68.78B	-6.48	16.50	16.50
JPMorgan Large Cap Growth Select	28.09B	-6.56	16.22	16.20
JPMorgan Equity Income R6	21.65B	-0.77	6.61	9.34
JPMorgan US Equity R6	17.53B	-6.76	11.26	12.56
JPMorgan Equity Income Select	15.17B	-0.85	6.35	9.05

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