Undiscovered Managers Behavioral Fund Quote
| UBVCX Fund | USD 71.14 0.59 0.82% |
Performance5 of 100
| Odds Of DistressLess than 23
|
Undiscovered Managers is trading at 71.14 as of the 16th of April 2024; that is -0.82 percent decrease since the beginning of the trading day. The fund's open price was 71.73. Undiscovered Managers has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Undiscovered Managers Behavioral are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 16th of April 2024. Click here to learn more.
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 . More on Undiscovered Managers Behavioral
Moving together with Undiscovered Mutual Fund
| 0.88 | SRJIX | Jpmorgan Smartretirement | PairCorr |
| 0.86 | SRJQX | Jpmorgan Smartretirement | PairCorr |
| 0.86 | SRJPX | Jpmorgan Smartretirement | PairCorr |
| 0.88 | SRJSX | Jpmorgan Smartretirement | PairCorr |
| 0.86 | SRJYX | Jpmorgan Smartretirement | PairCorr |
| 0.88 | SRJZX | Jpmorgan Smartretirement | PairCorr |
| 0.85 | SRJCX | Jpmorgan Smartretirement | PairCorr |
Undiscovered Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Undiscovered Managers' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Undiscovered Managers or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | JPMorgan Funds, Large Funds, Small Value Funds, Small Value, JPMorgan (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Undiscovered Managers Behavioral [UBVCX] is traded in USA and was established 16th of April 2024. Undiscovered Managers is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Small Value category and is part of JPMorgan family. This fund at this time has accumulated 7.47 B in net assets with no minimum investment requirementsUndiscovered Managers is currently producing year-to-date (YTD) return of 4.74% with the current yeild of 0.01%, while the total return for the last 3 years was 7.53%.
Check Undiscovered Managers Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Undiscovered Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Undiscovered Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Undiscovered Managers Behavioral Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Undiscovered Managers Behavioral Mutual Fund Constituents
| BRX | Brixmor Property | Stock | Real Estate |
| JELD | Jeld Wen Holding | Stock | Industrials |
| ACIW | ACI Worldwide | Stock | Information Technology |
| ONB | Old National Bancorp | Stock | Financials |
| FHN | First Horizon National | Stock | Financials |
| KMPR | Kemper | Stock | Financials |
| RYN | Rayonier | Stock | Real Estate |
Undiscovered Managers Target Price Odds Analysis
Based on a normal probability distribution, the odds of Undiscovered Managers jumping above the current price in 90 days from now is about 57.59%. The Undiscovered Managers Behavioral probability density function shows the probability of Undiscovered Managers mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.3243. This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Undiscovered Managers will likely underperform. Additionally, undiscovered Managers Behavioral has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Undiscovered Managers to move above the current price in 90 days from now is about 57.59 (This Undiscovered Managers Behavioral probability density function shows the probability of Undiscovered Mutual Fund to fall within a particular range of prices over 90 days) .
Undiscovered Managers Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Undiscovered Managers market risk premium is the additional return an investor will receive from holding Undiscovered Managers long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Undiscovered Managers. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Undiscovered Managers' alpha and beta are two of the key measurements used to evaluate Undiscovered Managers' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7911 | |||
| Semi Deviation | 1.08 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.07 |
Undiscovered Managers Against Markets
Picking the right benchmark for Undiscovered Managers mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Undiscovered Managers mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Undiscovered Managers is critical whether you are bullish or bearish towards Undiscovered Managers Behavioral at a given time. Please also check how Undiscovered Managers' historical prices are related to one of the top price index indicators.
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Money ManagersScreen money managers from public funds and ETFs managed around the world |
| All Next | Launch Module |
How to buy Undiscovered Mutual Fund?
Before investing in Undiscovered Managers, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Undiscovered Managers. To buy Undiscovered Managers fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Undiscovered Managers. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Undiscovered Managers fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Undiscovered Managers Behavioral fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Undiscovered Managers Behavioral fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Undiscovered Managers Behavioral, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Undiscovered Managers Behavioral?
The danger of trading Undiscovered Managers Behavioral is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Undiscovered Managers is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Undiscovered Managers. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Undiscovered Managers is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 main economic indicators. Note that the Undiscovered Managers information on this page should be used as a complementary analysis to other Undiscovered Managers' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.