Undiscovered Managers Behavioral Value Fund Class R6 (UBVFX) Research
This fund's primary goal is to allocate its assets to common stocks of American companies that its designated sub-adviser identifies as possessing strong value characteristics. Its portfolio may notably encompass shares of smaller capitalization companies, comparable to those within the Russell 2000 Value Index, and also includes real estate investment trusts (REITs). The sub-adviser's investment selection methodology is fundamentally guided by the principles of behavioral finance.
Market snapshot
- Symbol
- UBVFX
- Price
- $85.38
- Day change
- +0.77%
- Market cap
- $9.0B
- 52-week range
- 78.14-88.79
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BBH Limited Duration I (BBBIX)
- JPMorgan Value Advantage Fund Class L (JVAIX)
- JPMorgan Value Advantage Fund Class R5 (JVARX)
- JPMorgan Value Advantage Fund (JVASX)
- JPMorgan Value Advantage Fund Class R6 (JVAYX)
- MFS Mid Cap Value Fund - Class A (MVCAX)
- T. Rowe Price Small-Cap Value Fund I Class (PRVIX)
- Sprott Physical Silver Trust (PSLV)
Open Undiscovered Managers Behavioral Value Fund Class R6 (UBVFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.