Undiscovered Managers Behavioral Value Fund - R5 (UBVVX)
The Undiscovered Managers Behavioral Value Fund (UBVVX) 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. The R5 designation indicates that this fund is designed for institutional investors and has a lower expense ratio compared to other share classes. With a focus on value investing and a unique approach to uncovering hidden gems in the market, the Undiscovered Managers Behavioral Value Fund (UBVVX) may be a suitable option for those looking for potential long-term growth in their investment portfolio.
UBVVX Mutual Fund Chart & Stats
- Previous Close
- $87.40
- Sub-Category
- Value
- Total Liabilities
- $122.15M
- Expense Ratio
- 0.90%
- Holding Count
- 88
- Brand
- Undiscovered Managers Funds
- Category
- Equity
- Total Assets
- 9.15B
- Shares Outstanding
- N/A
- 52-Week Range
- $77.82 - $92.04
UBVVX Mutual Fund News
UBVVX 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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