MENU
+Compare
UBVSX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$79.21
Change
-$1.47 (-1.82%)
Net Assets
9.33B

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

The investment seeks capital appreciation... Show more

Category: #Small Value
Interact to see
Advertisement
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 29%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was 86%

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: 47
Price Growth Rating: 56
SMR Rating: 38
Profit Risk Rating: 42
Seasonality Score: 0 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
MFs / NAMEPrice $Chg $Chg %
MLPDX6.05-0.01
-0.17%
Invesco SteelPath MLP Income A
BLRAX11.72-0.11
-0.93%
Brookfield Global Listed Real Estate A
BISRX24.47-0.23
-0.93%
Brandes International Small Cap EquityR6
VSMAX110.03-1.80
-1.61%
Vanguard Small Cap Index Admiral Shares
HSIIX23.81-0.46
-1.90%
Carillon Eagle Small Cap Growth I

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 97% 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%
-1.82%
VSIAX - UBVSX
97%
Closely correlated
-1.60%
SSGSX - UBVSX
96%
Closely correlated
-1.80%
ASVRX - UBVSX
80%
Closely correlated
-2.13%
VSCAX - UBVSX
73%
Closely correlated
-1.43%
DFSVX - UBVSX
71%
Closely correlated
-1.59%
More