Undiscovered Managers Behavioral Fund Quote
| UBVLX Fund | USD 81.67 0.35 0.43% |
PerformanceVery Weak
| Odds Of DistressLow
|
Undiscovered Managers is trading at 81.67 as of the 26th of March 2025; that is 0.43 percent decrease since the beginning of the trading day. The fund's open price was 82.02. Undiscovered Managers has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of December 2024 and ending today, the 26th of March 2025. Click here to learn more.
The fund seeks to achieve its objective by investing in common stocks of U.S. companies that the funds sub-adviser believes have value characteristics. Such common stocks include, but are not limited to, stocks of small capitalization companies, similar to those that are included in the Russell 2000 Value Index. More on Undiscovered Managers Behavioral
Moving against Undiscovered Mutual Fund
Undiscovered Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Funds, Small Value Funds, Small Value, JPMorgan (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of November 2019 |
| Fiscal Year End | August |
Undiscovered Managers Behavioral [UBVLX] is traded in USA and was established 26th of March 2025. Undiscovered Managers is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Small Value category and is part of JPMorgan family. This fund at this time has accumulated 3.29 B in net assets with no minimum investment requirementsUndiscovered Managers is currently producing year-to-date (YTD) return of 1.72% with the current yeild of 0.02%, while the total return for the last 3 years was 4.59%.
Check Undiscovered Managers Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Undiscovered Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Undiscovered Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Undiscovered Managers Behavioral Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Undiscovered Managers Behavioral Mutual Fund Constituents
| GPK | Graphic Packaging Holding | Stock | Materials | |
| CE | Celanese | Stock | Materials | |
| EE | Excelerate Energy | Stock | Energy | |
| CCK | Crown Holdings | Stock | Materials | |
| CNO | CNO Financial Group | Stock | Financials | |
| KMPR | Kemper | Stock | Financials | |
| RYN | Rayonier | Stock | Real Estate | |
| JELD | Jeld Wen Holding | Stock | Industrials |
Undiscovered Managers Risk Profiles
| Mean Deviation | 0.8546 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.17 | |||
| Risk Adjusted Performance | (0.05) |
Undiscovered Managers Against Markets
Other Information on Investing in Undiscovered Mutual Fund
Undiscovered Managers financial ratios help investors to determine whether Undiscovered Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Undiscovered with respect to the benefits of owning Undiscovered Managers security.
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