Undiscovered Managers Behavioral Value Fund (UBVLX) Research

The fund aims to achieve its investment goals by primarily allocating capital to equity securities of American companies that its sub-adviser identifies as possessing strong value characteristics. The portfolio's potential holdings are broad, often including, but not restricted to, smaller capitalization firms—similar to those tracked by the Russell 2000 Value Index—and real estate investment trusts (REITs). Crucially, the sub-adviser's stock selection process is deeply rooted in principles derived from behavioral finance.

Market snapshot

Symbol
UBVLX
Price
$85.14
Day change
+0.78%
Market cap
$9.0B
52-week range
77.94-88.54
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BBH Limited Duration Fund (BBBMX)
  • Fidelity Asset Manager 50% Fund (FFTMX)
  • GMO Quality Fund (GQETX)
  • JPMorgan Value Advantage Fund (JVASX)
  • MFS Mid Cap Value Fund (MCVIX)
  • Principal LargeCap S&P 500 Index Fund (PLFMX)
  • T. Rowe Price Small-Cap Value Fund (PRSVX)
  • Vanguard Strategic Equity Fund (VSEQX)

Open Undiscovered Managers Behavioral Value Fund (UBVLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.