Undiscovered Managers Behavioral Fund Quote
| UBVRX Fund | USD 90.54 1.22 1.37% |
Performance9 of 100
| Odds Of DistressLess than 18
|
Undiscovered Managers is trading at 90.54 as of the 26th of November 2024; that is 1.37% up since the beginning of the trading day. The fund's open price was 89.32. Undiscovered Managers has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Undiscovered Managers Behavioral are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. 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
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Undiscovered Mutual Fund Highlights
| Fund Concentration | JPMorgan Funds, Large Funds, Small Value Funds, Small Value, JPMorgan (View all Sectors) |
| Update Date | 30th of September 2024 |
Undiscovered Managers Behavioral [UBVRX] is traded in USA and was established 26th of November 2024. 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 6.54 B in net assets with no minimum investment requirementsUndiscovered Managers is currently producing year-to-date (YTD) return of 17.48% with the current yeild of 0.01%, while the total return for the last 3 years was 9.18%.
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
| BCO | Brinks Company | Stock | Industrials | |
| CCK | Crown Holdings | Stock | Materials | |
| ENR | Energizer Holdings | Stock | Consumer Staples | |
| CLH | Clean Harbors | Stock | Industrials | |
| PTEN | Patterson UTI Energy | Stock | Energy | |
| POR | Portland General Electric | Stock | Utilities | |
| KMPR | Kemper | Stock | Financials | |
| FHN | First Horizon National | Stock | Financials |
Undiscovered Managers Risk Profiles
| Mean Deviation | 0.7514 | |||
| Semi Deviation | 0.6811 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.23 |
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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