Undiscovered Managers Behavioral Value Fund (UBVSX)
UBVSX Price Chart
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UBVSX Fund Profile
Key details and information about Undiscovered Managers Behavioral Value Fund (UBVSX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
30 Apr 2013
Country
US
Description
This fund aims to generate returns by investing in the common equities of U.S. companies that its sub-adviser identifies as possessing compelling value characteristics. The portfolio's scope includes, but is not restricted to, shares of small-capitalization firms—comparable to those typically represented in the Russell 2000 Value Index—as well as real estate investment trusts (REITs). A distinctive aspect of the sub-adviser's approach is its application of behavioral finance principles when making stock selections.
UBVSX Fund Performance
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