Undiscovered Managers Financials
| UBVLX Fund | USD 81.06 0.53 0.66% |
Undiscovered |
Please note that past performance is not an indicator of the future performance of Undiscovered Managers, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Undiscovered Managers Fund Summary
Undiscovered Managers competes with Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, and Jpmorgan Smartretirement. The fund seeks to achieve its objective by investing in common stocks of U.S. companies that the funds 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 and real estate investment trusts . In selecting stocks for the fund, the sub-adviser applies principles based on behavioral finance.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9045048421 |
| Business Address | Undiscovered Managers Funds |
| Mutual Fund Family | JPMorgan |
| Mutual Fund Category | Small Value |
| Benchmark | NYSE Composite |
| Phone | 800 480 4111 |
| Currency | USD - US Dollar |
Undiscovered Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Undiscovered Managers's current stock value. Our valuation model uses many indicators to compare Undiscovered Managers value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Undiscovered Managers competition to find correlations between indicators driving Undiscovered Managers's intrinsic value. More Info.Undiscovered Managers Behavioral is presently regarded as number one fund in price to earning among similar funds. It is presently regarded as number one fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Undiscovered Managers Behavioral is roughly 10.86 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Undiscovered Managers by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Undiscovered Managers' Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Undiscovered Managers' earnings, one of the primary drivers of an investment's value.Undiscovered Managers Systematic Risk
Undiscovered Managers' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Undiscovered Managers volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Undiscovered Managers correlated with the market. If Beta is less than 0 Undiscovered Managers generally moves in the opposite direction as compared to the market. If Undiscovered Managers Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Undiscovered Managers is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Undiscovered Managers is generally in the same direction as the market. If Beta > 1 Undiscovered Managers moves generally in the same direction as, but more than the movement of the benchmark.
Undiscovered Managers April 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Undiscovered Managers help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Undiscovered Managers Behavioral. We use our internally-developed statistical techniques to arrive at the intrinsic value of Undiscovered Managers Behavioral based on widely used predictive technical indicators. In general, we focus on analyzing Undiscovered Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Undiscovered Managers's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.15 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 4.75 | |||
| Value At Risk | (1.68) | |||
| Potential Upside | 1.62 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Undiscovered Managers Behavioral. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..