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UBVFX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
7.78B

UBVFX Undiscovered Managers Behavioral Val R6 Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Devon Energy Corp (NASDAQ:DVN), KeyCorp (NASDAQ:KEY).

Industry description

The investment seeks capital appreciation. The fund seeks to achieve its objective by investing in common stocks of U.S. companies that the fund's 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 and real estate investment trusts (REITs). In selecting stocks for the fund, the sub-adviser applies principles based on behavioral finance.

Market Cap

The average market capitalization across the Undiscovered Managers Behavioral Val R6 MF is 8.04B. The market cap for tickers in the group ranges from 3.24B to 28.79B. DVN holds the highest valuation in this group at 28.79B. The lowest valued company is SR at 3.24B.

Volume

The average weekly volume growth across all stocks in the Undiscovered Managers Behavioral Val R6 MF was -28%. For the same stocks of the MF, the average monthly volume growth was 22% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 54
P/E Growth Rating: 52
Price Growth Rating: 46
SMR Rating: 41
Profit Risk Rating: 53
Seasonality Score: 31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Undiscovered Managers Funds700 North Pearl StreetDallas
Phone
(800) 348-4782
Web
www.jpmorganfunds.com
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UBVFX and

Correlation & Price change

A.I.dvisor indicates that over the last year, UBVFX has been loosely correlated with DFFVX. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if UBVFX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UBVFX
1D Price
Change %
UBVFX100%
+0.44%
DFFVX - UBVFX
60%
Loosely correlated
+0.67%
VSIAX - UBVFX
59%
Loosely correlated
+0.47%
VISVX - UBVFX
59%
Loosely correlated
+0.47%
VSIIX - UBVFX
59%
Loosely correlated
+0.47%
DFSVX - UBVFX
58%
Loosely correlated
+0.61%
More