Undiscovered Managers Financial Statements From 2010 to 2026

UBVUX Fund  USD 81.36  0.50  0.61%   
Undiscovered Managers' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Undiscovered Managers' valuation are provided below:
Undiscovered Managers Behavioral does not presently have any fundamental trend indicators for analysis.
Check Undiscovered Managers financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Undiscovered Managers' main balance sheet or income statement drivers, such as , as well as many indicators such as . Undiscovered financial statements analysis is a perfect complement when working with Undiscovered Managers Valuation or Volatility modules.
  
This module can also supplement various Undiscovered Managers Technical models . Check out the analysis of Undiscovered Managers Correlation against competitors.

Undiscovered Managers Behavioral Mutual Fund Annual Yield Analysis

Undiscovered Managers' 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.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Undiscovered Managers Annual Yield

    
  0.02 %  
Most of Undiscovered Managers' fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Undiscovered Managers Behavioral is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Competition

In accordance with the recently published financial statements, Undiscovered Managers Behavioral has an Annual Yield of 0.0168%. This is much higher than that of the JPMorgan family and significantly higher than that of the Small Value category. The annual yield for all United States funds is notably lower than that of the firm.

Undiscovered Managers Fundamental Drivers Relationships

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. You can analyze the relationship between different fundamental ratios across Undiscovered Managers competition to find correlations between indicators driving Undiscovered Managers's intrinsic value. More Info.
Undiscovered Managers Behavioral is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about  294.86  of Year To Date Return 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.

About Undiscovered Managers Financial Statements

Undiscovered Managers investors use historical fundamental indicators, such as Undiscovered Managers' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Undiscovered Managers. Please read more on our technical analysis and fundamental analysis pages.
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. Undiscovered Managers is traded on NASDAQ Exchange in the United States.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

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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