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UBVRX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$80.58
Change
-$0.78 (-0.96%)
Net Assets
9.8B

UBVRX Undiscovered Managers Behavioral Val R2 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 R2 MF is 11.25B. The market cap for tickers in the group ranges from 3.34B to 21.39B. DVN holds the highest valuation in this group at 21.39B. The lowest valued company is KMPR at 3.34B.

Volume

The average weekly volume growth across all stocks in the Undiscovered Managers Behavioral Val R2 MF was -5%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was 78%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 49
Price Growth Rating: 53
SMR Rating: 37
Profit Risk Rating: 43
Seasonality Score: -46 (-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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UBVRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UBVRX has been closely correlated with DFFVX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if UBVRX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UBVRX
1D Price
Change %
UBVRX100%
-1.20%
DFFVX - UBVRX
97%
Closely correlated
-1.04%
DFSVX - UBVRX
97%
Closely correlated
-1.01%
VSIAX - UBVRX
96%
Closely correlated
-1.14%
VSIIX - UBVRX
96%
Closely correlated
-1.15%
VISVX - UBVRX
96%
Closely correlated
-1.15%
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