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Undiscovered Managers Behavioral Value Fund Class L (UBVLX)

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94.25 +1.64    +1.77%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 3.06B
Type:  Fund
Market:  United States
Asset Class:  Equity
Undiscovered Managers Behavioral Val L 94.25 +1.64 +1.77%

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 Change20.77%
Prev. Close92.61
Risk Rating
TTM Yield1.48%
ROE9.77%
IssuerN/A
Turnover27%
ROA2.80%
Inception Date36157
Total Assets3.06B
Expenses0.90%
Min. Investment3,000,000
Market Cap5.02B
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 1094 973 1324 1276 1849 2563
Fund Return 9.38% -2.73% 32.35% 8.46% 13.09% 9.87%
Place in category 128 195 69 33 41 19
% in Category 26 42 14 10 16 7

Top Equity Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Large Cap Growth R6 66.55B 26.92 9.12 17.38
  JPMorgan Large Cap Growth Select 25.33B 26.65 8.85 17.07
  JPMorgan Equity Income R6 23.57B 15.20 6.90 9.96
  JPMorgan US Equity R6 18.07B 22.19 9.31 13.64
  JPMorgan Equity Income Select 16.95B 14.96 6.64 9.68

Top Funds for Small Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Value Index Admi 20.97B 12.05 6.25 8.94
  DFA US Small Cap Value I 17.94B 7.80 8.46 8.65
  DFA US Targeted Value I 14.59B 6.78 7.63 8.98
  Vanguard Small Cap Value Index I 6.06B 12.08 6.26 8.95
  Undiscovered Managers Behavioral V6 3.74B 9.47 8.57 9.98

Top Holdings

Name ISIN Weight % Last Change %
  KeyCorp US4932671088 3.60 19.60 +1.98%
  Healthpeak Properties US42250P1030 2.91 21.62 -0.41%
  Old National Bancorp US6800331075 2.81 21.65 +2.32%
  Citizens Financial Group Inc US1746101054 2.64 47.65 +1.88%
  Berry Global US08579W1036 2.56 71.71 +1.10%

Technical Summary

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