Breaking News
Get 55% Off 0
🔴 LIVE: The Secrets of ProPicks AI Success Revealed + November’s List FREE
Watch Now
Close

Undiscovered Managers Behavioral Value Fund Class I (UBVSX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
92.50 +1.31    +1.44%
00:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 3.14B
Type:  Fund
Market:  United States
Issuer:  JPMorgan
Asset Class:  Equity
Undiscovered Managers Behavioral Val Sel 92.50 +1.31 +1.44%

UBVSX Overview

 
Find basic information about the Undiscovered Managers Behavioral Value Fund Class I 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 UBVSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change23.28%
Prev. Close91.19
Risk Rating
TTM Yield1.42%
ROE9.77%
IssuerJPMorgan
Turnover27%
ROA2.80%
Inception Date41394
Total Assets3.14B
Expenses0.99%
Min. Investment1,000,000
Market Cap5.02B
CategorySmall Value
What is your sentiment on Undiscovered Managers Behavioral Val Sel?
or
Vote to see community's results!

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1093 973 1322 1272 1839 2529
Fund Return 9.31% -2.75% 32.25% 8.36% 12.95% 9.72%
Place in category 135 196 72 37 44 23
% in Category 27 43 15 11 16 9

Top Equity Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Large Cap Growth R6 67.13B 26.92 9.12 17.38
  JPMorgan Large Cap Growth Select 25.48B 26.65 8.85 17.07
  JPMorgan Equity Income R6 23.67B 15.20 6.90 9.96
  JPMorgan US Equity R6 18.17B 22.19 9.31 13.64
  JPMorgan Equity Income Select 17.01B 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 21.28B 12.05 6.25 8.94
  DFA US Small Cap Value I 18B 7.80 8.46 8.65
  DFA US Targeted Value I 14.62B 6.78 7.63 8.98
  Vanguard Small Cap Value Index I 6.15B 12.08 6.26 8.95
  Undiscovered Managers Behavioral V6 3.75B 9.47 8.57 9.98

Top Holdings

Name ISIN Weight % Last Change %
  KeyCorp US4932671088 3.60 19.18 -0.34%
  Healthpeak Properties US42250P1030 2.91 21.79 -2.51%
  Old National Bancorp US6800331075 2.81 22.39 -0.09%
  Citizens Financial Group Inc US1746101054 2.64 46.42 -0.13%
  Berry Global US08579W1036 2.56 67.89 -0.57%

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
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

UBVSX Comments

Write your thoughts about Undiscovered Managers Behavioral Value Fund Class I
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email