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Undiscovered Managers Behavioral Value Fund Class L (UBVLX)

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86.79 +0.40    +0.46%
17/01 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.96B
Type:  Fund
Market:  United States
Issuer:  JPMorgan
Asset Class:  Equity
Undiscovered Managers Behavioral Val L 86.79 +0.40 +0.46%

UBVLX Overview

 
Find basic information about the Undiscovered Managers Behavioral Value Fund Class L 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 UBVLX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.52%
Prev. Close86.39
Risk Rating
TTM Yield1.83%
ROE9.23%
IssuerJPMorgan
Turnover27%
ROA2.45%
Inception Date36157
Total Assets2.96B
Expenses0.90%
Min. Investment3,000,000
Market Cap5.65B
CategorySmall Value
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1102 996 1102 1247 1734 2566
Fund Return 10.24% -0.35% 10.24% 7.63% 11.64% 9.88%
Place in category 185 248 185 46 52 15
% in Category 36 53 36 13 18 5

Top Equity Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Large Cap Growth R6 68.22B 34.17 10.63 17.87
  JPMorgan Large Cap Growth Select 26.12B 33.84 10.36 17.56
  JPMorgan Equity Income R6 22.57B 12.80 5.24 9.37
  JPMorgan US Equity R6 17.86B 24.21 8.72 13.53
  JPMorgan Equity Income Select 15.96B 12.51 4.97 9.09

Top Funds for Small Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Value Index Admi 20.89B 12.39 5.74 8.67
  DFA US Small Cap Value I 16.76B 9.57 7.93 8.61
  DFA US Targeted Value I 13.8B 9.33 7.55 9.16
  Vanguard Small Cap Value Index I 6.23B 12.41 5.75 8.68
  Pear Tree Polaris Small Cap Ord 3.95B 8.69 5.18 6.74

Top Holdings

Name ISIN Weight % Last Change %
  KeyCorp US4932671088 4.02 18.30 +2.58%
  Citizens Financial Group Inc US1746101054 3.44 47.54 +1.58%
  Old National Bancorp US6800331075 3.18 22.93 +1.01%
  FNB US3025201019 2.76 15.61 +1.83%
  Graphic Packaging US3886891015 2.60 27.93 +1.01%

Technical Summary

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