Undiscovered Managers Competition

Mutual Funds . USA . 
Fund . Undiscovered Managers Behavioral
UBVFX Fund  USD 85.03  2.52  3.05%   
Undiscovered Managers competes with Undiscovered Managers, Undiscovered Managers, Mfs Mid, Jpmorgan Value, and Jpmorgan Value; as well as few others. The fund is listed under Small Value category and is part of JPMorgan family. Analyzing Undiscovered Managers competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Undiscovered Managers to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Undiscovered Managers Correlation with its peers.

Undiscovered Managers vs Sprott Physical Correlation

Very poor diversification

The correlation between Undiscovered Managers Behavior and PSLV is 0.88 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Undiscovered Managers Behavior and PSLV in the same portfolio, assuming nothing else is changed.

Moving together with Undiscovered Mutual Fund

  0.93SRJIX Jpmorgan SmartretirementPairCorr
  0.93SRJQX Jpmorgan SmartretirementPairCorr
  0.93SRJPX Jpmorgan SmartretirementPairCorr
  0.93SRJSX Jpmorgan SmartretirementPairCorr
  0.93SRJYX Jpmorgan SmartretirementPairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
83.9885.0386.08
Details
Intrinsic
Valuation
LowRealHigh
76.5390.8891.93
Details
Naive
Forecast
LowNextHigh
81.4482.4983.54
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
79.0981.8984.69
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Undiscovered Managers. Your research has to be compared to or analyzed against Undiscovered Managers' peers to derive any actionable benefits. When done correctly, Undiscovered Managers' competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Undiscovered Managers.

Undiscovered Managers Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Undiscovered Managers and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Undiscovered and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Undiscovered Managers does not affect the price movement of the other competitor.

Risk-Adjusted Indicators

There is a big difference between Undiscovered Mutual Fund performing well and Undiscovered Managers Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Undiscovered Managers' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
UBVLX  0.76  0.11  0.13  0.16  0.65 
(0.98)
 2.42 
(1.06)
 4.79 
UBVRX  0.92  0.22  0.28  0.22  0.49 
(1.25)
 3.00 
(1.05)
 10.86 
MVCAX  0.71  0.19  0.20  0.54  0.47 
(0.83)
 1.75 
(1.26)
 8.94 
JVAIX  0.75  0.26  0.41  0.26  0.00 
(0.98)
 1.50 
(0.91)
 15.32 
JVARX  0.75  0.26  0.42  0.27  0.00 
(0.98)
 1.51 
(0.92)
 15.32 
JVASX  0.75  0.26  0.42  0.26  0.00 
(0.98)
 1.57 
(0.92)
 15.35 
BBBIX  0.05  0.01 (0.45) 7.44  0.00 
(0.17)
 0.10 
(0.10)
 0.48 
PRVIX  1.12  0.45  0.49  0.41  0.15 
(1.39)
 2.37 
(1.46)
 14.46 
JVAYX  0.75  0.26  0.42  0.27  0.00 
(0.98)
 1.51 
(0.89)
 15.33 
PSLV  3.15  0.97  0.14 (1.62) 5.62 
(3.59)
 6.13 
(3.16)
 35.91 

Undiscovered Managers Competitive Analysis

The better you understand Undiscovered Managers competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Undiscovered Managers' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Undiscovered Managers' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
UBVFX UBVLX UBVRX MVCAX JVAIX JVARX JVASX BBBIX PRVIX JVAYX
 3.05 
 85.03 
Undiscovered
 3.06 
 84.82 
Undiscovered
 3.06 
 80.17 
Undiscovered
 0.38 
 31.51 
Mfs
 1.43 
 38.40 
Jpmorgan
 1.43 
 38.28 
Jpmorgan
 1.43 
 38.35 
Jpmorgan
 0.00 
 10.51 
Bbh
 0.58 
 55.05 
PRVIX
 1.43 
 38.32 
Jpmorgan
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Solid
Good
Solid
Solid
Good
Good
Good
Good
Solid
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Under Valued
Under Valued
Under Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Buy
Strong Buy
Strong Buy
Strong Buy
Strong Buy
Strong Buy
Cautious Hold
Buy
Buy
Net Asset
6.54 B
3.29 B
6.54 B
16.6 B
11.47 B
11.73 B
8.83 B
10.28 B
10.76 B
11.73 B
Minimum Initial Investment
N/A
N/A
N/A
N/A
3 M
N/A
N/A
N/A
N/A
N/A
Price To Book
1.7
1.7
1.7
1.85
1.75
N/A
1.62
N/A
1.72
N/A
Five Year Return
10.7
10.59
9.87
10.99
11.89
11.46
11.74
3.99
6.9
11.56
One Year Return
4.07
3.96
3.29
6.49
7.38
7.44
7.23
5.48
12.49
7.54
Last Dividend Paid
N/A
N/A
N/A
0.2
N/A
N/A
N/A
0.01
N/A
N/A
Price To Earning
18.47
18.47
18.47
2.48
17.86
N/A
16.4
N/A
20.87
N/A
Beta
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Price To Sales
1.09
1.09
1.09
1.21
1.46
N/A
1.35
N/A
1.28
N/A
Cash Position Weight
9.24
9.24
9.24
2.13
4.12
2.16
2.16
11.2
2.82
2.16
Equity Positions Weight
90.76
90.76
90.76
97.87
95.88
97.83
97.83
N/A
97.18
97.83
Three Year Return
8.97
8.87
8.15
9.92
11.13
11.6
10.98
6.35
10.76
11.71
Annual Yield
0.0189
0.0179
0.0128
0.0124
0.014
0.0141
0.0128
0.0468
0.01
0.0151
Year To Date Return
5.56
5.56
5.51
4.22
1.8
1.95
1.78
0.32
6.74
1.95
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
10.15
N/A
N/A
Ten Year Return
8.03
7.95
7.3
9.73
9.59
9.59
9.35
2.06
8.73
9.62
Day Typical Price
85.03
84.82
80.17
31.51
38.4
38.28
38.35
10.51
55.05
38.32
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
0.0
9.2 T
9.2 T
Period Momentum Indicator
2.52
2.52
2.38
0.12
0.54
0.54
0.54
N/A
0.32
0.54
Rate Of Daily Change
1.03
1.03
1.03
1.0
1.01
1.01
1.01
1.0
1.01
1.01
Day Median Price
85.03
84.82
80.17
31.51
38.4
38.28
38.35
10.51
55.05
38.32
Price Action Indicator
1.26
1.26
1.19
0.06
0.27
0.27
0.27
N/A
0.16
0.27
Relative Strength Index
66.47
66.5
69.0
64.36
71.33
71.39
71.37
72.73
70.46
71.46
Coefficient Of Variation
622.34
622.79
522.22
539.38
529.86
529.28
530.55
490.82
430.16
528.58
Mean Deviation
0.7639
0.7617
0.9176
0.7091
0.7529
0.7532
0.7535
0.047
1.12
0.7513
Jensen Alpha
0.1076
0.1072
0.2162
0.1893
0.2622
0.263
0.2623
0.0074
0.4467
0.2633
Total Risk Alpha
0.0827
0.0825
0.1725
0.1223
0.1966
0.1972
0.1965
0.0011
0.3472
0.1974
Sortino Ratio
0.131
0.1309
0.2837
0.1955
0.411
0.4233
0.4212
(0.45)
0.492
0.4242
Downside Variance
0.6747
0.6706
0.6757
0.636
0.45
0.4264
0.4286
0.011
0.8733
0.4248
Standard Deviation
1.07
1.07
1.55
1.19
1.8
1.8
1.81
0.0856
2.26
1.8
Kurtosis
1.96
1.96
17.23
18.27
47.33
47.44
47.37
10.28
20.35
47.47
Potential Upside
2.44
2.42
3.0
1.75
1.5
1.51
1.57
0.096
2.37
1.51
Treynor Ratio
0.1621
0.1618
0.2195
0.5419
0.2646
0.2656
0.2647
7.44
0.4146
0.2664
Maximum Drawdown
4.82
4.79
10.86
8.94
15.32
15.32
15.35
0.4809
14.46
15.33
Variance
1.15
1.14
2.42
1.41
3.25
3.26
3.26
0.0073
5.09
3.25
Market Risk Adjusted Performance
0.1721
0.1718
0.2295
0.5519
0.2746
0.2756
0.2747
7.45
0.4246
0.2764
Risk Adjusted Performance
0.1213
0.1212
0.1461
0.1402
0.1447
0.1449
0.1446
0.0739
0.1777
0.1451
Skewness
0.7465
0.754
3.24
3.21
6.36
6.37
6.37
2.85
4.15
6.38
Semi Deviation
0.6505
0.648
0.4907
0.4668
0.0
0.0
0.0
0.0
0.1491
0.0
Information Ratio
0.1004
0.1002
0.15
0.1311
0.1529
0.1532
0.1527
(0.55)
0.2039
0.1534
Value At Risk
(1.07)
(1.06)
(1.05)
(1.26)
(0.91)
(0.92)
(0.92)
(0.1)
(1.46)
(0.89)
Expected Short fall
(0.98)
(0.98)
(1.25)
(0.83)
(0.98)
(0.98)
(0.98)
(0.17)
(1.39)
(0.98)
Downside Deviation
0.8214
0.8189
0.822
0.7975
0.6708
0.653
0.6546
0.1047
0.9345
0.6518
Semi Variance
0.4231
0.4199
0.2408
0.2179
(0.07)
(0.08)
(0.07)
(0.02)
0.0222
(0.08)

Undiscovered Managers Competition Performance Charts

Five steps to successful analysis of Undiscovered Managers Competition

Undiscovered Managers' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Undiscovered Managers in relation to its competition. Undiscovered Managers' competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Undiscovered Managers in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Undiscovered Managers' competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Undiscovered Managers, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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 Hedge Favorites Thematic Idea Now

Hedge Favorites
Hedge Favorites Theme
Hedge Funds pool capital from accredited individuals or institutional investors and invest in a variety of assets, often with complex portfolio-construction and risk-management techniques. The Hedge Favorites theme has 37 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 Hedge Favorites Theme or any other thematic opportunities.
View All  Next Launch

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.
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2026 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY