Undiscovered Managers Behavioral Value Fund - R3
Undiscovered Managers Behavioral Value Fund - R3 (UBVTX)
The Undiscovered Managers Behavioral Value Fund - R3 (UBVTX) is a mutual fund that focuses on investing in undervalued companies with strong potential for growth. The fund is managed by a team of experienced professionals who use a behavioral approach to identify opportunities in the market that may be overlooked by other investors. With a focus on value investing, the fund aims to provide long-term capital appreciation for its investors. The "R3" in the name indicates that this is the third share class of the fund, typically with lower fees and expenses compared to other share classes. Overall, the UBVTX mutual fund offers a unique and potentially lucrative investment opportunity for those looking to diversify their portfolio.
UBVTX Mutual Fund Chart & Stats
- Previous Close
- $82.67
- Sub-Category
- Value
- Total Liabilities
- $122.15M
- Expense Ratio
- 1.30%
- Holding Count
- 88
- Brand
- Undiscovered Managers Funds
- Category
- Equity
- Total Assets
- 9.15B
- Shares Outstanding
- N/A
- 52-Week Range
- $73.80 - $87.17
UBVTX Mutual Fund News
UBVTX Mutual Fund Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| AMCRAmcor | 5.74% |
| DOCHealthpeak Properties, Inc. | 5.31% |
| FISFidelity National Information Services | 3.64% |
| ONBOld National Bancorp | 3.19% |
| PRMBPrimo Brands Corporation | 2.75% |
| LKQLKQ Corporation | 2.71% |
| SONSonoco Products Company | 2.40% |
| FNBF.N.B. Corp | 2.30% |
| COLDAmericold Realty Trust | 2.18% |
| WTMWhite Mountains Insurance | 1.89% |
| Total | 32.13% |
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