UBVSX : Undiscovered Managers Behavioral Value Fund Class I

UBVSX is a US Stocks Market Small Value with MODERATE fees.

UBVSX

Undiscovered Managers Behavioral Value Fund Class I

FI Score

58 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

58% FI Score
  • ubvsx
  • Mutual Fund
  • US Stocks
  • Small Value

Undiscovered Managers Behavioral Value Fund Class I

Expenses: 1.05% (Better than 1% of similar funds)

This is an OK choice for a Small Value US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund seeks to achieve its objective by investing primarily in common stocks of U.S. companies that the fund's sub-adviser believes have value characteristics. Such common stocks include 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.

Largest Holdings

Amount Holding
4.91% Investors Bancorp Inc
4.32% Graphic Packaging Holding Co
3.58% First Horizon National Corp
3.15% TCF Financial Corp
2.58% Crown Holdings Inc
2.51% First Midwest Bancorp Inc
2.46% F N B Corp
2.29% Cabot Corp
2.28% CNO Financial Group Inc
2.23% WPX Energy Inc Class A
1.96% Hope Bancorp Inc
1.91% Brixmor Property Group Inc
1.80% Matson Inc
1.77% The Brink's Co
1.74% National General Holdings Corp
1.72% Rayonier Inc
1.68% Gentherm Inc
1.63% JELD-WEN Holding Inc
1.50% Columbia Sportswear Co
1.50% Terex Corp
1.44% CIT Group Inc
1.39% Ryman Hospitality Properties Inc
1.37% White Mountains Insurance Group Ltd
1.34% Dolby Laboratories Inc
1.32% Herman Miller Inc

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