MENU
+Compare
UBVUX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$84.26
Change
-$0.82 (-0.96%)
Net Assets
9.8B

UBVUX Undiscovered Managers Behavioral Val R4 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Small Value
Interact to see
Advertisement
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 R4 MF is 11.12B. 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 R4 MF was 20%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was 76%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 50
Price Growth Rating: 49
SMR Rating: 37
Profit Risk Rating: 44
Seasonality Score: -44 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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 %
CRED21.250.21
+1.01%
Columbia Research Enhanced Rl Estt ETF
CLOA51.860.05
+0.10%
iShares AAA CLO Active ETF
PNF6.80N/A
N/A
PIMCO NEW YORK Municipal Income FUND
DDWWF5.14N/A
N/A
Dividend Growth Split Corp.
UFEB35.11-0.07
-0.20%
Innovator US Equity Ultra Bffr ETF™ Feb

UBVUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, UBVUX 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 UBVUX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UBVUX
1D Price
Change %
UBVUX100%
-0.96%
DFFVX - UBVUX
97%
Closely correlated
-0.88%
DFSVX - UBVUX
97%
Closely correlated
-0.91%
VISVX - UBVUX
96%
Closely correlated
-0.67%
VSIIX - UBVUX
96%
Closely correlated
-0.69%
VSIAX - UBVUX
96%
Closely correlated
-0.69%
More