Undiscovered Managers Behavioral Fund Buy Hold or Sell Recommendation
| UBVLX Fund | USD 81.79 0.73 0.90% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Undiscovered Managers Behavioral is 'Strong Hold'. Macroaxis provides Undiscovered Managers buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding UBVLX positions. The advice algorithm takes into account all of Undiscovered Managers' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Undiscovered Managers' buy or sell advice are summarized below:
Real Value 81.52 | Hype Value 81.75 | Market Value 81.79 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Undiscovered Managers Behavioral given historical horizon and risk tolerance towards Undiscovered Managers. When Macroaxis issues a 'buy' or 'sell' recommendation for Undiscovered Managers Behavioral, the advice is generated through an automated system that utilizes algorithms and statistical models.
Undiscovered |
Execute Undiscovered Managers Buy or Sell Advice
The Undiscovered recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Undiscovered Managers Behavioral. Macroaxis does not own or have any residual interests in Undiscovered Managers Behavioral or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Undiscovered Managers' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Undiscovered Managers Trading Alerts and Improvement Suggestions
| The fund keeps about 9.24% of its net assets in cash |
Undiscovered Managers Returns Distribution Density
The distribution of Undiscovered Managers' historical returns is an attempt to chart the uncertainty of Undiscovered Managers' future price movements. The chart of the probability distribution of Undiscovered Managers daily returns describes the distribution of returns around its average expected value. We use Undiscovered Managers Behavioral price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Undiscovered Managers returns is essential to provide solid investment advice for Undiscovered Managers.
| Mean Return | 0.09 | Value At Risk | -1.68 | Potential Upside | 1.62 | Standard Deviation | 1.04 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Undiscovered Managers historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Undiscovered Managers Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Undiscovered Managers or JPMorgan sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Undiscovered Managers' price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Undiscovered fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.03 | |
β | Beta against NYSE Composite | 1.35 | |
σ | Overall volatility | 1.04 | |
Ir | Information ratio | -0.0016 |
Undiscovered Managers Volatility Alert
Undiscovered Managers Behavioral has relatively low volatility with skewness of -0.53 and kurtosis of 0.96. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Undiscovered Managers' mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Undiscovered Managers' mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Undiscovered Managers Fundamentals Vs Peers
Comparing Undiscovered Managers' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Undiscovered Managers' direct or indirect competition across all of the common fundamentals between Undiscovered Managers and the related equities. This way, we can detect undervalued stocks with similar characteristics as Undiscovered Managers or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Undiscovered Managers' fundamental indicators could also be used in its relative valuation, which is a method of valuing Undiscovered Managers by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Undiscovered Managers to competition |
| Fundamentals | Undiscovered Managers | Peer Average |
| Price To Earning | 18.47 X | 6.53 X |
| Price To Book | 1.70 X | 0.74 X |
| Price To Sales | 1.09 X | 0.61 X |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 0.97 % | 0.39 % |
| One Year Return | 14.91 % | 4.15 % |
| Three Year Return | 6.74 % | 3.60 % |
| Five Year Return | 10.35 % | 3.24 % |
| Ten Year Return | 7.95 % | 1.79 % |
| Net Asset | 3.29 B | 4.11 B |
| Cash Position Weight | 9.24 % | 10.61 % |
| Equity Positions Weight | 90.76 % | 63.90 % |
Undiscovered Managers Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Undiscovered . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 81.79 | |||
| Day Typical Price | 81.79 | |||
| Price Action Indicator | 0.37 | |||
| Period Momentum Indicator | 0.73 | |||
| Relative Strength Index | 65.07 |
About Undiscovered Managers Buy or Sell Advice
When is the right time to buy or sell Undiscovered Managers Behavioral? Buying financial instruments such as Undiscovered Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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