
Undiscovered Managers Behavioral Value Fund
UBVSX
Updated: 23/09/2026, 23:41:56
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.
No summaries found.
- Share price
- $84.70
- Market cap
- $8.50B
- Exchange
- NASDAQ
- Currency
- USD
- CEO
- N/A
- Employees
- N/A
- IPO date
- 30/04/2013
- Beta
- 0.868
- Last dividend
- $0.00
- Day range
- $84.70 – $84.70
- 52-week range
- $77.50 – $91.64
- 1-day performance
- 0.26%
- 1-year performance
- 9.29%
- Current drawdown (1Y)
- -7.57%
- CIK
- 0001047712
- CUSIP
- 904504495
- ISIN
- US9045044958
- Created
- 07/12/2025, 14:51:22
- Last update
- 23/09/2026, 23:41:56
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