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UBVTX
Mutual Fund ticker: NASDAQ
AS OF
Nov 13 closing price
Price
$78.24
Change
-$0.34 (-0.43%)
Net Assets
9.16B

UBVTX Undiscovered Managers Behavioral Val R3 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 R3 MF is 11.19B. The market cap for tickers in the group ranges from 2.22B to 22.21B. CFG holds the highest valuation in this group at 22.21B. The lowest valued company is KMPR at 2.22B.

Volume

The average weekly volume growth across all stocks in the Undiscovered Managers Behavioral Val R3 MF was 11%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was 85%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 56
Price Growth Rating: 55
SMR Rating: 37
Profit Risk Rating: 48
Seasonality Score: 21 (-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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UBVTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UBVTX has been closely correlated with SSGSX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if UBVTX jumps, then SSGSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UBVTX
1D Price
Change %
UBVTX100%
-0.27%
SSGSX - UBVTX
96%
Closely correlated
+0.19%
ASVRX - UBVTX
80%
Closely correlated
-0.11%
VSCAX - UBVTX
73%
Closely correlated
+0.69%
WCMFX - UBVTX
47%
Loosely correlated
+0.18%
WCMJX - UBVTX
47%
Loosely correlated
+0.09%
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