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UBVSX
Mutual Fund ticker: NASDAQ
AS OF
May 21 closing price
Price
$78.33
Change
-$2.53 (-3.13%)
Net Assets
9.56B

UBVSX Undiscovered Managers Behavioral Val I Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Small Value
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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 I 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 I MF was -5%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was 65%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 49
Price Growth Rating: 54
SMR Rating: 100
Profit Risk Rating: 44
Seasonality Score: 14 (-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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UBVSX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UBVSX
1D Price
Change %
UBVSX100%
N/A
VSIAX - UBVSX
96%
Closely correlated
N/A
SSGSX - UBVSX
96%
Closely correlated
N/A
ASVRX - UBVSX
80%
Closely correlated
N/A
VSCAX - UBVSX
73%
Closely correlated
N/A
DFSVX - UBVSX
71%
Closely correlated
-2.92%
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