Undiscovered Managers Behavioral Value Fund (UBVLX)
Undiscovered Managers Behavioral Value Fund operates in the Asset Management industry of the Financial Services sector, headquartered in New York, NY, US. The stock last traded at $90.36, down 0.03% on the session, giving a market capitalisation of $9.01B. Its beta of 0.87 implies it has historically moved less than the broad market.
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.
Undiscovered Managers Behavioral Value Fund is most often compared with the following Financial Services names: