Ubvsx.

Sep 30, 2023 · Expense Ratio 0.970%. Distribution Fee Level Average. Share Class Type Institutional. Category Small Growth. Investment Style Small Blend. Min. Initial Investment 100,000. Status Open. TTM Yield 0 ... Analyze the risk of the Undiscovered Managers Behavioral Val I fund and see how it stands up against market volatility to ensure it is the right investment for you.Oct 31, 2023 · Undiscovered Managers Behavioral Val I. UBVSX. | Medalist Rating as of Oct 31, 2023 | See JPMorgan Investment Hub. Quote. Chart. Fund Analysis. Performance. Sustainability. Risk. $77.76 Change $0.23 YTD As of 11/15/2023 at NAV 3.23% FUND ASSETS As of 11/15/2023 $7.50bn OVERVIEW PERFORMANCE & FEES PORTFOLIO DIVIDENDS & CAPITAL GAINS COMMENTARY DOCUMENTS Designed to provide long-term capital appreciation primarily through a portfolio of small-cap value stocks.UBVSX: Shelton Capital Management S&P 500 Index Fund Investor Shares: SPFIX: Touchstone Ares Credit Opportunities Fund I: TARBX: Principal Spectrum Preferred and Capital Securities Income Fund Class Institutional: PPSIX: Invesco Government & Agency Portfolio: CVGXX: Nuveen Wisconsin Municipal Bond Fund Class C: FWCCX: Invesco Real Estate Fund ...

Historical data for the Undiscovered Managers Behavioral Value Fund Class I fund (UBVSX). Get historical, end of day quotes.Feb 27, 2023 · Summary. Hartford Dividend and Growth’s small but qualified team follows a disciplined, straightforward process to showcase its favorite large-cap U.S. stocks; it merits a Morningstar Analyst ...

Top 25 Holdings. Company. Symbol. Total Net Assets. JPMorgan Prime Money Market Fund IM. JIMXX. 7.64%. Graphic Packaging Holding Co.Designed to provide long-term capital appreciation primarily through a portfolio of small-cap value stocks. Seeks to capitalize on behavioral biases that may …

Get instant access to a free live streaming Undiscovered Managers Behavioral Value Fund Class I chart.Investing.com users’ scoreboard for the Undiscovered Managers Behavioral Value Fund Class I fund.Top 25 Holdings. Company. Symbol. Total Net Assets. JPMorgan Prime Money Market Fund IM. JIMXX. 7.64%. Graphic Packaging Holding Co.Start Date. Tenure. Tenure Rank. Nov 19, 2019. 2.53. 2.5%. Arvind Narayanan, CFA, Portfolio Manager at Vanguard. He has been with Vanguard since February 2019, has worked in investment management since 2002, has managed investment portfolios since 2006, and has co-managed the Funds since November 2019.

1.11 / 0.99, -5.50, -5.33, 18.34, 6.87, 7.80, UBVSX, 4 ? Empower Large Cap Value Inv, Large Cap Funds, 0.98 / 0.96, -0.35, 1.36, 13.13, 8.08, 7.54, MXEQX, 4 ?

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١٦‏/١٢‏/٢٠١٣ ... ... UBVSX, No Load, 34.75. 6790, JP MORGAN FUNDS, JP MORGAN VALUE ADVANTAGE FUND CLASS A, '4812A2637, JVAAX, Load, Yes, No fee/Load waived. 6791, JP ...View Historical Risk Statistics for Undiscovered Managers Behavioral Value Fund Class I (UBVSX).Undiscovered Managers Behavioral Val Fd's holdings are exposed to average levels of ESG risk relative to those of its peers in the US Equity Small Cap category, thus earning it an average ...AShares:UBVAX CShares:UBVCX IShares:UBVSX LShares:UBVLX R2Shares:UBVRX R3Shares:UBVTX Designed to provide long-term capital appreciation primarily through a portfolio of small-cap value stocks. Approach • Seeks to capitalize on behavioral biases that may cause the market to overreact to old, negative information orFuller & Thaler's U.S. small-cap blend mutual fund seeks long-term capital appreciation with similar risk levels and characteristics to its benchmark, the Russell 2000® Index. Aims to capitalize on behavioral biases that may cause the market to over-react to historical, negative information or under-react to new, positive information.

Potential Gain & Loss. Investing is about risk and return. Every investment comes with the possibility of a gain or a loss, and because risk is the measure of the magnitude of the fluctuation in your investment value, there is a direct correlation between your level of risk and how much you possibly can gain - or lose - with the investment.Commonly, we say that the higher the risk, the higher ...Oct 31, 2023 · Undiscovered Managers Behavioral Val Fd earns an Above Average Process Pillar rating. The predominant contributor to the rating is the fund's excellent long-term risk-adjusted performance. The funds are available only to certain qualified retirement plans and governmental plans and is not offered to the general public. Units of the funds are not ...An investment that we do not cover now may become a stronger candidate for coverage in the future if it becomes more relevant to investors because of increased assets under management, a new ...Top 25 Holdings. Company. Symbol. Total Net Assets. JPMorgan Prime Money Market Fund IM. JIMXX. 7.64%. Graphic Packaging Holding Co.UBVSX | A complete Undiscovered Managers Behavioral Value Fund;I mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.

UBVSX: Undiscovered Managers Behavioral Value Fund I Class - Fund Holdings. Get the lastest Fund Holdings for Undiscovered Managers Behavioral Value Fund I Class from Zacks Investment Research

Overview Target high total return by investing in a strategy that takes a unique approach to stock and bond selection. Takes a distinct approach to stock selectionAug 31, 2023 · Seeks to capitalize on behavioral biases that may cause the market to overreact to old, negative information or underreact to new, positive information on a company. Looks for companies with significant insider buying or stock repurchases, evidence of overreaction that has caused devaluation, and attractive fundamentals. Expense Ratio 0.970%. Distribution Fee Level Average. Share Class Type Institutional. Category Small Growth. Investment Style Small Blend. Min. Initial Investment 100,000. Status Open. TTM Yield 0 ...AShares:UBVAX CShares:UBVCX IShares:UBVSX LShares:UBVLX R2Shares:UBVRX R3Shares:UBVTX Designed to provide long-term capital appreciation primarily through a portfolio of small-cap value stocks. Approach • Seeks to capitalize on behavioral biases that may cause the market to overreact to old, negative information orMutual fund distributions. Mutual funds generate capital gains and losses as they trade securities through out the year. Per IRS regulations, mutual funds must distribute their annual realized net capital gains to shareholders. The status of any capital gains distributed to shareholders (i.e. whether or not they are considered short-term or ... UBVSX - Undiscovered Managers Behavioral Value Fund;I Basic Chart, Quote and financial news from the leading provider and award-winning BigCharts.com. 1 day 2 days 5 days 10 days ---------- 1 month 2 months 3 months 6 months YTD 1 year 2 years 3 years 4 years 5 years 1 decade All Data Basic Chart Advanced Chart

Analyze the Fund Undiscovered Managers Behavioral Value Fund Class I having Symbol UBVSX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.

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Discover historical prices for UBVSX stock on Yahoo Finance. View daily, weekly or monthly format back to when Undiscovered Managers Behavioral Value Fund Class I stock was issued.All UBVSX DIVIDEND historical data can be viewed quarterly or annually. Discover dividend history for Undiscovered Managers Behavioral Value Fund Class I fund. All UBVSX DIVIDEND historical data can be viewed quarterly or annually. Download the App. More markets insights, ...How To Invest / Fund Directory / PACE Small/Medium Co Value Equity Investments Class A vs Undiscovered Managers Behavioral Value Fund Class I . PEVAX vs UBVSX Fund Comparison . A comparison between PEVAX and UBVSX based on their expense ratio, growth, holdings and how well they match their benchmark performance.NAV / 1-Day Return 35.34 / 0.31 %. Total Assets 816.4 Mil. Adj. Expense Ratio 1.000%. Expense Ratio 1.000%. Distribution Fee Level Above Average. Share Class Type Institutional. Category Small ...View Historical Risk Statistics for Undiscovered Managers Behavioral Value Fund Class I (UBVSX).Summary. Hartford Dividend and Growth’s small but qualified team follows a disciplined, straightforward process to showcase its favorite large-cap U.S. stocks; it merits a Morningstar Analyst ...This is for persons in the US only. Analyze the Fund Undiscovered Managers Behavioral Value Fund Class I having Symbol UBVSX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.Undiscovered Managers Behavioral Val I overview and insights. Basic Membership Access to Journal, Shadow Stock portfolio & monthly updates for stock screensUBVSX Actions Price (USD) 80.42 Today's Change 2.23 / 2.85% 1 Year change -5.55% Data delayed at least 15 minutes, as of Dec 01 2023. Find Funds and ETFs Use our fund screener to discover other...

Get Undiscovered Managers Behavioral Value Fund Class I (UBVSX.O) real-time stock quotes, news, price and financial information from Reuters to inform your trading and investmentsIssa (R-Vista) remained the wealthiest man in the California delegation. He earned his fortune through a car alarm business and was known as the voice of the Viper. His wealth decreased by nearly ...Overview Target high total return by investing in a strategy that takes a unique approach to stock and bond selection. Takes a distinct approach to stock selectionInstagram:https://instagram. best day trading websitesnew jersey mortgage lendersishares preferred and income securities etfaviation insurance quote The Fund seeks capital appreciation by investing primarily in common stocks of U.S. companies. The Fund seeks to achieve its objective by investing primarily in common stocks of U.S. companies ...UBVSX - Undiscovered Managers Behavioral Val I - Review the UBVSX stock price, growth, performance, sustainability and more to help you make the best … byd vs teslabest personal advisor services Find all relevant comments and discussions regarding the Undiscovered Managers Behavioral Value Fund Class I fund.See Undiscovered Managers Behavioral Val Fd (UBVFX) mutual fund ratings from all the top fund analysts in one place. See Undiscovered Managers Behavioral Val Fd performance, holdings, fees, risk ... arp stock ٣٠‏/١٢‏/٢٠١٥ ... ... UBVSX, Undiscovered Mgrs Behavioral Value Sel, —, —, 1.04%, 1,000,000. VGIIX D(C), JPMorgan Growth & Income Sel $0.493B | Large Value. More data ...Find the latest performance data chart, historical data and news for Undiscovered Managers Behavioral Value Fund I Class (UBVSX) at Nasdaq.com.Overview Target high total return by investing in a strategy that takes a unique approach to stock and bond selection. Takes a distinct approach to stock selection