Undiscovered Managers Behavioral Fund Manager Performance Evaluation
| UBVCX Fund | USD 72.55 0.53 0.73% |
The entity has a beta of 1.31, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Undiscovered Managers will likely underperform.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Undiscovered Managers Behavioral are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Undiscovered Managers showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of November 2025 | |
| Expense Ratio | 1.7400 |
Undiscovered |
Undiscovered Managers Relative Risk vs. Return Landscape
If you would invest 6,289 in Undiscovered Managers Behavioral on October 28, 2025 and sell it today you would earn a total of 966.00 from holding Undiscovered Managers Behavioral or generate 15.36% return on investment over 90 days. Undiscovered Managers Behavioral is currently producing 0.2475% returns and takes up 1.6595% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Undiscovered, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Undiscovered Managers Current Valuation
Undervalued
Today
Please note that Undiscovered Managers' price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Undiscovered Managers has a current Real Value of $76.74 per share. The regular price of the fund is $72.55. We determine the value of Undiscovered Managers from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Undiscovered Managers is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Undiscovered Mutual Fund. However, Undiscovered Managers' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 72.55 | Real 76.74 | Hype 72.55 | Naive 74.42 |
The intrinsic value of Undiscovered Managers' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Undiscovered Managers' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Undiscovered Managers Behavioral helps investors to forecast how Undiscovered mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Undiscovered Managers more accurately as focusing exclusively on Undiscovered Managers' fundamentals will not take into account other important factors: Undiscovered Managers Target Price Odds to finish over Current Price
The tendency of Undiscovered Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 72.55 | 90 days | 72.55 | about 6.67 |
Based on a normal probability distribution, the odds of Undiscovered Managers to move above the current price in 90 days from now is about 6.67 (This Undiscovered Managers Behavioral probability density function shows the probability of Undiscovered Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.31 . This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Undiscovered Managers will likely underperform. Additionally Undiscovered Managers Behavioral has an alpha of 0.1344, implying that it can generate a 0.13 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Undiscovered Managers Price Density |
| Price |
Predictive Modules for Undiscovered Managers
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Undiscovered Managers. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Undiscovered Managers' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Undiscovered Managers Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Undiscovered Managers is not an exception. The market had few large corrections towards the Undiscovered Managers' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Undiscovered Managers Behavioral, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Undiscovered Managers within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 1.31 | |
σ | Overall volatility | 4.71 | |
Ir | Information ratio | 0.1 |
Undiscovered Managers Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Undiscovered Managers for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Undiscovered Managers can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: BPSC AEDO salary 2026 In-hand pay, allowances job profile - MSN | |
| The fund keeps about 9.24% of its net assets in cash |
Undiscovered Managers Fundamentals Growth
Undiscovered Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Undiscovered Managers, and Undiscovered Managers fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Undiscovered Mutual Fund performance.
| Price To Earning | 18.72 X | |||
| Price To Book | 1.83 X | |||
| Price To Sales | 1.20 X | |||
| Total Asset | 29.23 M | |||
About Undiscovered Managers Performance
Evaluating Undiscovered Managers' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Undiscovered Managers has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Undiscovered Managers has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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. 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.Things to note about Undiscovered Managers performance evaluation
Checking the ongoing alerts about Undiscovered Managers for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Undiscovered Managers help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: BPSC AEDO salary 2026 In-hand pay, allowances job profile - MSN | |
| The fund keeps about 9.24% of its net assets in cash |
- Analyzing Undiscovered Managers' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Undiscovered Managers' stock is overvalued or undervalued compared to its peers.
- Examining Undiscovered Managers' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Undiscovered Managers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Undiscovered Managers' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Undiscovered Managers' mutual fund. These opinions can provide insight into Undiscovered Managers' potential for growth and whether the stock is currently undervalued or overvalued.
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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