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Mutual Fund Insights: Undiscovered Mgrs Behavioral Value B Fund (UBVBX)

In-depth Analysis of Undiscovered Mgrs Behavioral Value B Fund (UBVBX)

Mutual fund chart: Undiscovered Mgrs Behavioral Value B Fund (UBVBX)

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See Undiscovered Mgrs Behavioral Value B Fund (UBVBX) performance details as of January 31, 2010

  

    Last Trade: $26.08 on 3/19/2010, Change: -0.25 (-0.95%)
Experiment our closing price forecasting tool for Undiscovered Mgrs Behavioral Value B Fund (UBVBX) (alpha release)

  

Fund Manager - Russell J. Fuller

Fund Manager Tenure: 11.2 years   [Similar Funds: UBVAX  UBVCX  UBVLX ]
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)
Fuller has been the President of RJF Asset Management since founding the firm in 1993. From 1990 to 1993 he was a vice president at Concord Capital Management. Prior to this, he was a professor of finance and chair of the department of finance at Washington State University.  Get more insights on Russell J. Fuller

  

What we like about Undiscovered Mgrs Behavioral Value B Fund (UBVBX) What we like about Undiscovered Mgrs Behavioral Value B Fund (UBVBX)

Data for Undiscovered Mgrs Behavioral Value B Fund (UBVBX) as of January 31, 2010

  • Undiscovered Mgrs Behavioral Value B Fund (UBVBX) management has been with Undiscovered Mgrs Behavioral Value B Fund for 11.2 years
  • Undiscovered Mgrs Behavioral Value B Fund (UBVBX) has good short-term performance (1-year return 63.05% vs 41.29% Small Blend category average)
  • Undiscovered Mgrs Behavioral Value B Fund (UBVBX) has good Long-term performance (5-year return 0.39% vs 0.36% Small Blend category average)
  • Undiscovered Mgrs Behavioral Value B Fund (UBVBX) has an annual stock turnover rate of 61.00% vs Small Blend average of 96.31%. It is good that Undiscovered Mgrs Behavioral Value B management does not trade extensively for its return.

  

What we are cautious about Undiscovered Mgrs Behavioral Value B Fund (UBVBX) What we are cautious about Undiscovered Mgrs Behavioral Value B Fund (UBVBX)

Data for Undiscovered Mgrs Behavioral Value B Fund (UBVBX) as of January 31, 2010

  • Undiscovered Mgrs Behavioral Value B Fund (UBVBX) has a less-than-ideal mid-term performance (3-year return -8.22% vs -7.80% Small Blend category average)
  • Undiscovered Mgrs Behavioral Value B Fund (UBVBX) ratio of up-years vs down years can be improved
  • Undiscovered Mgrs Behavioral Value B Fund (UBVBX) has a Morningstar rating of 3 and below
  • Undiscovered Mgrs Behavioral Value B Fund (UBVBX) is more volatile than its peers as it has a 3-year Standard Deviation of 30.46 that is higher than category average of 25.24
  • Undiscovered Mgrs Behavioral Value B Fund (UBVBX) has a higher management fee of 2.10% than its Small Blend average of 1.53%
  • Undiscovered Mgrs Behavioral Value B Fund (UBVBX) carries a 5% load
See Undiscovered Mgrs Behavioral Value B Fund (UBVBX) performance details as of January 31, 2010

  

  

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Undiscovered Mgrs Behavioral Value B Fund (UBVBX) Net Asset

Track net asset change of Undiscovered Mgrs Behavioral Value B fund (UBVBX)

DateNet Asset
01/2010$1.59M
11/2009$1.54M
10/2009$1.52M
More historic net asset information on Undiscovered Mgrs Behavioral Value B Fund (UBVBX)

  

Undiscovered Mgrs Behavioral Value B Fund (UBVBX) Portfolio Allocation

Track portfolio allocation change of Undiscovered Mgrs Behavioral Value B fund (UBVBX)

DateCashStockBondOther
10/20090.52%99.48%0%0%
09/20094.27%95.73%0%0%
08/20094.27%95.73%0%0%
Click here to see more historic asset allocation information on Undiscovered Mgrs Behavioral Value B Fund (UBVBX)

  

Most Recent Top 10 Holdings in Undiscovered Mgrs Behavioral Value B Fund (UBVBX)

Discover what Undiscovered Mgrs Behavioral Value B Fund (UBVBX) manager is buying

31-Oct-09
Avocent Corporation [2.74%]
BROADRIDGE FIN SOL [2.52%]
HEALTH NET INC [2.43%]
inVentiv Health, Inc. [2.35%]
MTS Systems Corporation [2.3%]
ZENITH NATL INS CP [2.29%]
Informatica Corporation [2.17%]
PIEDMONT NAT GAS CO [2.14%]
JACKSON HEWITT TAX [2.07%]
ALLEGHENY ENERGY INC [2.05%]

30-Sep-09
JPMorgan Prime Money Market Inst [4.27%]
ValueClick, Inc. [2.42%]
MTS Systems Corporation [2.29%]
ZENITH NATL INS CP [2.23%]
Avocent Corporation [2.19%]
HEALTH NET INC [2.15%]
BROADRIDGE FIN SOL [2.11%]
inVentiv Health, Inc. [2.09%]
Informatica Corporation [2.09%]
ALLEGHENY ENERGY INC [2.04%]

31-Aug-09
JPMorgan Prime Money Market Inst [4.27%]
HEALTH NET INC [2.27%]
MTS Systems Corporation [2.13%]
inVentiv Health, Inc. [2.1%]
ZENITH NATL INS CP [2.06%]
BROADRIDGE FIN SOL [1.97%]
JACKSON HEWITT TAX [1.96%]
DEL MONTE FOODS CO [1.94%]
Dreamworks Animation SKG, Inc. [1.93%]
CONVERGYS CP [1.88%]
Click here for Stock Holding Change Map in Undiscovered Mgrs Behavioral Value B Fund (UBVBX)

  

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