Undiscovered Managers Annual Yield vs. Minimum Initial Investment

UBVAX Fund  USD 89.61  0.34  0.38%   
Based on Undiscovered Managers' profitability indicators, Undiscovered Managers Behavioral may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Undiscovered Managers' ability to earn profits and add value for shareholders.
For Undiscovered Managers profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Undiscovered Managers to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Undiscovered Managers Behavioral utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Undiscovered Managers's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Undiscovered Managers Behavioral over time as well as its relative position and ranking within its peers.
  
Check out World Market Map.
Please note, there is a significant difference between Undiscovered Managers' value and its price as these two are different measures arrived at by different means. Investors typically determine if Undiscovered Managers is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Undiscovered Managers' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Undiscovered Managers Minimum Initial Investment vs. Annual Yield Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Undiscovered Managers's current stock value. Our valuation model uses many indicators to compare Undiscovered Managers value to that of its competitors to determine the firm's financial worth.
Undiscovered Managers Behavioral is rated second in annual yield among similar funds. It is presently regarded as number one fund in minimum initial investment among similar funds making about  77,519  of Minimum Initial Investment per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Undiscovered Managers' earnings, one of the primary drivers of an investment's value.

Undiscovered Minimum Initial Investment vs. Annual Yield

Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Undiscovered Managers

Yield

 = 

Income from Security

Current Share Price

 = 
0.01 %
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Undiscovered Managers

Minimum Initial Investment

=

First Fund Deposit

 = 
K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.

Undiscovered Managers Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Undiscovered Managers, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Undiscovered Managers will eventually generate negative long term returns. The profitability progress is the general direction of Undiscovered Managers' change in net profit over the period of time. It can combine multiple indicators of Undiscovered Managers, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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. In selecting stocks for the fund, the sub-adviser applies principles based on behavioral finance.

Undiscovered Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Undiscovered Managers. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Undiscovered Managers position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Undiscovered Managers' important profitability drivers and their relationship over time.

Use Undiscovered Managers in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Undiscovered Managers position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Undiscovered Managers will appreciate offsetting losses from the drop in the long position's value.

Undiscovered Managers Pair Trading

Undiscovered Managers Behavioral Pair Trading Analysis

The ability to find closely correlated positions to Undiscovered Managers could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Undiscovered Managers when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Undiscovered Managers - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Undiscovered Managers Behavioral to buy it.
The correlation of Undiscovered Managers is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Undiscovered Managers moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Undiscovered Managers moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Undiscovered Managers can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Undiscovered Managers position

In addition to having Undiscovered Managers in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Processed Foods Thematic Idea Now

Processed Foods
Processed Foods Theme
Companies producing and distributing processed foods to retail sectors. The Processed Foods theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Processed Foods Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Undiscovered Mutual Fund

To fully project Undiscovered Managers' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Undiscovered Managers at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Undiscovered Managers' income statement, its balance sheet, and the statement of cash flows.
Potential Undiscovered Managers investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Undiscovered Managers investors may work on each financial statement separately, they are all related. The changes in Undiscovered Managers's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Undiscovered Managers's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Equity Valuation
Check real value of public entities based on technical and fundamental data
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk