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Undiscovered Mgrs Behavioral Value Inst (UBVLX) Fund Ranking and Research

Ranking, Research and Recommendation of Undiscovered Mgrs Behavioral Value Inst (UBVLX) Fund

    Last Trade: $65.62 on 5/25/2017, Change: +0.00 (0%)

 

Graph of Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) ManagerFund Manager - Russell J. Fuller

Fund Manager Information

Fund Manager Tenure: 18.4 years
Similar Funds: UBVAX  UBVCX 
Fund Family: JPMorgan
Fund Category: Small Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.88)     (What does this score mean?)
Mr. Fuller founded Fuller & Thaler and has served as its President and Chief Investment Officer since 1993. He was Vice President of Strategic Development of Concord Capital Management from 1990 to 1993, and Professor of Finance at Washington State University beginning in 1976 and Chair of the Department of Finance thereof from 1984 to 1990.  Get more insights on Russell J. Fuller

 

Graph of Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) ProfileUndiscovered Mgrs Behavioral Value Inst Fund (UBVLX) Profile

Fund Profile and Description

Undiscovered Mgrs Behavioral Value Inst Fund seeks capital appreciation. Undiscovered Mgrs Behavioral Value Inst Fund primarily in common stocks of U.S. companies that the fund's sub-adviser, believes have value characteristics. Such common stocks include stocks of small capitalization companies, similar to those that are included in the Russell 2000 Value index and real estate investment trusts (REITs).

 

Undiscovered Mgrs Behavioral Value Inst (UBVLX) Fund Strength What we like about Undiscovered Mgrs Behavioral Value Inst (UBVLX) Fund

Data for Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) as of May 30, 2016

  • Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) management has been with Undiscovered Mgrs Behavioral Value Inst Fund for 18.4 years
  • Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) has good short-term performance (1-year return 4.93% vs -3.44% Small Value category median performance)
  • Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) has good mid-term performance (3-year return 11.09% vs 6.26% Small Value category median performance)
  • Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) has good Long-term performance (5-year return 12.61% vs 7.71% Small Value category median performance)
  • Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) ratio of up-years vs down years is greater than 2
  • Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) has a Morningstar rating of 4 and above
  • Asset base in Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) has an annual stock turnover rate of 36.00% vs Small Value average of 58.14%. It is good that Undiscovered Mgrs Behavioral Value Inst management does not trade extensively for its return.
  • Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.44, lower than category average of 14.31
  • Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) has a lower expense ratio than its Small Value average: 0.89% vs 1.33%
  • Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) Weakness What we are cautious about Undiscovered Mgrs Behavioral Value Inst (UBVLX) Fund

Data for Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) as of May 30, 2016

See Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) performance details as of May 30, 2016

 

What do you think?

 

Compare Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX)Compare with other top Small Value category mutual funds

Aadditional top Small Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Undiscovered Mgrs Behavioral Value Inst7.054.9311.0912.61
CornerCap Small Cap Value (CSCVX)4.881.5711.119.49Compare
Dean Small Cap Value (DASCX)9.152.098.239.21Compare
Wells Fargo Advantage Spec SmCp Val A (ESPAX)8.731.9310.6710.24Compare

See top fund managers for Small Value Category Funds

 

Compare Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX)Compare with Small Value category ETFs

Some Small Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree SmallCap Dividend ETF (DES)8.71%2.35%9.27%
SPDR S&P 600 Small Cap Value ETF (SLYV)8.03%0.48%9.10%
First Trust Small Cap Val AlphaDEX ETF (FYT)000
iShares Morningstar Small-Cap Value (JKL)000
PowerShares Zacks Micro Cap ETF (PZI)000

 

Graph of Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) Net Asset TrackingUndiscovered Mgrs Behavioral Value Inst (UBVLX) Fund Net Asset

Track net asset change of Undiscovered Mgrs Behavioral Value Inst fund (UBVLX)

DateNet Asset
05/2016$4.78B
03/2016$4.27B
02/2016$3.71B
More historic net asset information on Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX)

  

Graph of Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) Portfolio TrackingUndiscovered Mgrs Behavioral Value Inst (UBVLX) Fund Portfolio Allocation

Track portfolio allocation change of Undiscovered Mgrs Behavioral Value Inst fund (UBVLX)

DateCashStockBondOther
04/201612.13%87.87%0%0%
02/20166.76%93.24%0%0%
01/20161.42%98.58%0%0%
Click here to see more historic asset allocation information on Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX)

 

graph of Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) Top 10 Position TrackingTop 10 Holdings in Undiscovered Mgrs Behavioral Value Inst (UBVLX) Fund

Discover what Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX) manager is buying

Apr 29, 2016
Investors Bancorp, Inc. [3.59%]
B/E Aerospace, Inc. [2.56%]
KLX Inc. [2.34%]
White Mountains Insurance Group [2.24%]
Actuant Corporation Common Stoc [2.17%]
Copart, Inc. [2%]
ACI Worldwide, Inc. [1.99%]
First Niagara Financial Group I [1.94%]
Colony Capital, Inc. Class A Co [1.89%]
El Paso Electric Company Common [1.67%]

Feb 28, 2016
Investors Bancorp, Inc. [4.55%]
Copart, Inc. [2.62%]
B/E Aerospace, Inc. [2.48%]
Commercial Metals Company Commo [2.31%]
White Mountains Insurance Group [2.24%]
Actuant Corporation Common Stoc [2.23%]
KLX Inc. [2.1%]
First Niagara Financial Group I [2.06%]
ACI Worldwide, Inc. [2.01%]
Colony Capital, Inc. Class A Co [1.89%]

Jan 30, 2016
Investors Bancorp, Inc. [4.79%]
El Paso Electric Company Common [2.69%]
First Niagara Financial Group I [2.4%]
Copart, Inc. [2.37%]
B/E Aerospace, Inc. [2.35%]
Actuant Corporation Common Stoc [2.26%]
Commercial Metals Company Commo [2.24%]
KLX Inc. [2.23%]
Clean Harbors, Inc. Common Stoc [2.17%]
Sally Beauty Holdings, Inc. (Na [2.13%]
Click here for Stock Holding Change Map in Undiscovered Mgrs Behavioral Value Inst Fund (UBVLX)

  

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