Ad is loading...
MENU

UBVRX Undiscovered Managers Behavioral Val R2 Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Devon Energy Corp (NYSE:DVN), KeyCorp (NYSE: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. 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 R2 MF is 10.35B. The market cap for tickers in the group ranges from 3.37B to 31.86B. DVN holds the highest valuation in this group at 31.86B. The lowest valued company is SR at 3.37B.

Volume

The average weekly volume growth across all stocks in the Undiscovered Managers Behavioral Val R2 MF was 32%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was 49%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 37
Price Growth Rating: 39
SMR Rating: 38
Profit Risk Rating: 43
Seasonality Score: 48 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
KBWP123.332.09
+1.72%
Invesco KBW Property & Casualty Ins ETF
USCL71.370.42
+0.60%
iShares Climate Conscious &TrnMSCIUSAETF
PLTM9.320.02
+0.27%
GraniteShares Platinum Trust
BSMT23.080.04
+0.17%
Invesco BulletShares 2029 Muncpl Bd ETF
AWEG26.15N/A
N/A
Alger Weatherbie Enduring Growth ETF

UBVRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UBVRX has been closely correlated with SSGSX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if UBVRX jumps, then SSGSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UBVRX
1D Price
Change %
UBVRX100%
+1.47%
SSGSX - UBVRX
96%
Closely correlated
+1.60%
VSIAX - UBVRX
90%
Closely correlated
+1.66%
ASVRX - UBVRX
80%
Closely correlated
+1.61%
VSCAX - UBVRX
73%
Closely correlated
+2.20%
DFSVX - UBVRX
69%
Closely correlated
+1.63%
More