UBVAX : Undiscovered Managers Behavioral Value Fund Class A

UBVAX is a US Stocks Market Small Value with HIGH fees.

UBVAX

Undiscovered Managers Behavioral Value Fund Class A

FI Score

50 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

Similar Funds

We found 197 US Stocks Small Value funds. Here they are ordered by FI Score.

Compare UBVAX vs SCAVX

42% FI Score
  • scavx
  • Mutual Fund
  • US Stocks
  • Small Value

AB Small Cap Value Portfolio Class A

Expenses: 1.20% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs NDVCX

42% FI Score
  • ndvcx
  • Mutual Fund
  • US Stocks
  • Small Value

MFS New Discovery Value Fund Class C

Expenses: 1.97% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs ESPCX

41% FI Score
  • espcx
  • Mutual Fund
  • US Stocks
  • Small Value

Wells Fargo Special Small Cap Value Fund - Class C

Expenses: 2.02% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs DASCX

41% FI Score
  • dascx
  • Mutual Fund
  • US Stocks
  • Small Value

Dean Small Cap Value Fund

Expenses: 1.15% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs DHSCX

41% FI Score
  • dhscx
  • Mutual Fund
  • US Stocks
  • Small Value

Diamond Hill Small Cap Fund Class A

Expenses: 1.27% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs RSVIX

40% FI Score
  • rsvix
  • Mutual Fund
  • US Stocks
  • Small Value

RBC Small Cap Value Fund Class I

Expenses: 0.85% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs BPSCX

40% FI Score
  • bpscx
  • Mutual Fund
  • US Stocks
  • Small Value

Boston Partners Small Cap Value Fund II Investor Class

Expenses: 1.35% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs VSMCX

40% FI Score
  • vsmcx
  • Mutual Fund
  • US Stocks
  • Small Value

Invesco Small Cap Value Fund Class C

Expenses: 1.87% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs TSLIX

40% FI Score
  • tslix
  • Mutual Fund
  • US Stocks
  • Small Value

Transamerica Small Cap Value I

Expenses: 0.99% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs RYOFX

40% FI Score
  • ryofx
  • Mutual Fund
  • US Stocks
  • Small Value

Royce Opportunity Fund Service Class

Expenses: 1.49% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs RMVIX

39% FI Score
  • rmvix
  • Mutual Fund
  • US Stocks
  • Small Value

RBC Microcap Value Fund Class I

Expenses: 1.07% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs BUY

39% FI Score
  • buy
  • ETF
  • US Stocks
  • Small Value

USCF SummerHaven SHPEI Index Fund

Expenses: 0.80% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs HWSAX

39% FI Score
  • hwsax
  • Mutual Fund
  • US Stocks
  • Small Value

Hotchkis & Wiley Small Cap Value Fund Class A

Expenses: 1.28% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs OSVCX

39% FI Score
  • osvcx
  • Mutual Fund
  • US Stocks
  • Small Value

JPMorgan Small Cap Value Fund Class C

Expenses: 1.74% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs WSCVX

39% FI Score
  • wscvx
  • Mutual Fund
  • US Stocks
  • Small Value

Walthausen Small Cap Value Fund

Expenses: 1.21% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs CSMIX

39% FI Score
  • csmix
  • Mutual Fund
  • US Stocks
  • Small Value

Columbia Small Cap Value Fund I Class A

Expenses: 1.32% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs QRSVX

39% FI Score
  • qrsvx
  • Mutual Fund
  • US Stocks
  • Small Value

Queens Road Small Cap Value Fund

Expenses: 1.18% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs SMCYX

39% FI Score
  • smcyx
  • Mutual Fund
  • US Stocks
  • Small Value

ClearBridge Small Cap Value Fund Class I

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs HWVAX

39% FI Score
  • hwvax
  • Mutual Fund
  • US Stocks
  • Small Value

Hotchkis & Wiley Small Cap Diversified Value Fund Class A

Expenses: 1.15% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Compare UBVAX vs MCVSX

38% FI Score
  • mcvsx
  • Mutual Fund
  • US Stocks
  • Small Value

Victory Integrity Small-Cap Value Fund Class C

Expenses: 2.16% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2025   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo