MENU

UBVSX Undiscovered Managers Behavioral Val I 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 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 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 -21%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 28
Price Growth Rating: 43
SMR Rating: 38
Profit Risk Rating: 46
Seasonality Score: -14 (-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 %
IBHH23.710.01
+0.06%
iShares iBonds 2028 Term HY & Inc ETF
JPME103.57-0.03
-0.03%
JPMorgan Divers Ret US Mid Cp Eq ETF
AOR58.26-0.18
-0.31%
iShares Core Growth Allocation ETF
ISWN20.30-0.08
-0.41%
Amplify BlackSwan ISWN ETF
UPV66.86-0.28
-0.42%
ProShares Ultra FTSE Europe

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 92% 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%
+0.11%
VSIAX - UBVSX
92%
Closely correlated
+0.13%
DFSVX - UBVSX
71%
Closely correlated
+0.17%
DFFVX - UBVSX
69%
Closely correlated
+0.18%
VISVX - UBVSX
68%
Closely correlated
+0.13%
VSIIX - UBVSX
67%
Closely correlated
+0.13%
More