Undiscovered managers small cap value

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August undefined, 2024

WebUndiscovered Managers Behavioral Value Fund Payout Change Pending Price as of: MAR 10, 05:00 PM EST $75.24 -1.84 -2.39% primary theme U.S. Small-Cap Value Equity share class Retirement (UBVFX) Snapshot Profile Performance Holdings Expenses Distributions Managers Vitals YTD Return -0.7% 1 yr return -11.2% 3 Yr Avg Return 22.4% 5 Yr Avg … WebUndiscovered Managers Behavioral Value Fund. Fund Family Name. JPMorgan. Inception Date. Jun 04, 2004. ... Mr. Potter is the Portfolio Manager responsible for the Small Cap Value and Mid-Cap Value strategies at Fuller & Thaler and has ultimate decision-making authority for all investment aspects of his strategies. He has been with the firm ...

Dear Dagen: Readers Suggest Undiscovered Small-Cap Managers

Webreturns between the MSCI World Small Cap Value Index and the MSCI World and Russell 1000® indices are 0.79 and 0.56, respectively.2 ACTIVE ADVANTAGE IN SMALL CAP With limited capacity as a gating factor to asset gatherers, small cap is a less crowded space, with active large cap managers outnumbering small-cap managers by almost eight to one. WebJul 31, 2005 · David Potter, Lead Manager since July 31, 2005. Mr. Potter is the Portfolio Manager responsible for the Small Cap Value and Mid-Cap Value strategies at Fuller & Thaler and has ultimate decision ... control band level 2

Appendix A Transfer Agency Agreement for JPMorgan Funds

WebUndiscovered Managers Behavioral Value Fund Class L Follow Share $74.66 Dec 28 · USD · MUTF · Disclaimer search Compare to T. Rowe Price Small-Cap Value Fund $47.09 PRSVX1.75% JPMorgan... WebFeb 28, 2024 · Undiscovered Managers Behavioral Val Fd earns an Above Average Process Pillar rating. This strategy targets deeper value plays than its peers’ average in the Small … WebSee Undiscovered Managers Behavioral Val Fd performance, holdings, fees, risk and other data from Morningstar, S&P, and others. ... FPA Queens Road Small Cap Value Fund QRSVX #2. control a word

Buy Hold Sell: 3 undiscovered gems (and 2 overhyped duds)

Undiscovered Managers Behavioral Value Fund - Dividend.com

WebUndiscovered Managers Behavioral Val A (UBVAX) Follow This Fund Equity Global Asset Class U.S. Equity Fund Group Small Value Category $71.680 NAV (as of Mar 27) $1,000.00 Minimum Initial 1.24% D Expense Ratio $7,981 Mil Assets Open Status 0.25% 12b-1 Fee 0.7% TTM Yield 5.25% Max Load na Portfolio Turnover WebUndiscovered Managers Behavioral Val Fd has an expense ratio of 1.27 percent. Net Expense Ratio 1.27 Category Average: 1.2%* Management 0.75 Category Average: 0.77%* … control bacterial growthWebUNDISCOVERED MANAGERS FUNDS . Undiscovered Managers Behavioral Growth Fund (All Share Classes) (a series of Undiscovered Managers Funds) Supplement dated August 24, … control barrier function matlab

"WebApr 4, 2024 · The fund seeks to achieve its objective by investing in common stocks of U.S. companies that the fund's sub-adviser believes have value characteristics. Such common … " - Undiscovered managers small cap value

Undiscovered managers small cap value

WebSee Undiscovered Managers Behavioral Val Fd performance, holdings, fees, risk and other data from Morningstar, S&P, and others. ... FPA Queens Road Small Cap Value Fund QRSVX #2. WebOct 9, 2024 · Undiscovered Managers Behavioral Value A indexed to S&P 500 at March 9, 2009 Source: FactSet The fund focuses on small-cap stocks, with financials having the largest weighting at 25...

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WebJul 7, 1999 · Undiscovered Managers Small Cap Value fund. This fund, started at the beginning of 1998, invests primarily in companies with a market float (shares publicly traded) of $1.2 billion or less. This... WebApr 4, 2024 · Undiscovered Managers Behavioral Value Fund Class L Fund , UBVLX 74.46 -0.13 -0.17% 04/05/2024 12:00 AM NAV Add to watchlist NAV 74.46 Nav 04/04/2024 Last …

WebDec 28, 2024 · Hunter Small Cap Value Fund Class I HSCVX NASDAQ Recommendation -- NAV $10.32 Total Assets 22.25M Dividend Yield -- Turnover Ratio -- Expense Ratio 1.25% Summary Top Holdings Similar Funds Price History Nav History Comparison Industry Comparison Glossary My Lists My Alerts Report Rating Reward U Unrated Risk U Unrated … WebUndiscovered Managers Behavioral Value Fund Class I (UBVSX) Stock Price, News, Quote & History - Yahoo Finance My Portfolio Yahoo Finance Plus U.S. markets closed S&P 500 …

WebGet the latest Undiscovered Managers Behavioral Value Fund Class L (UBVLX) real-time quote, historical performance, charts, and other financial information to help you make … WebMorningstar CategoryTM Small Value Overall Morningstar ratings 4 stars; 453 funds. Three year rating 4 stars; 453 funds. Five year rating 4 stars; 426 funds. Ten year period not yet …

WebMr. Potter is the Portfolio Manager responsible for the Small Cap Value and Mid-Cap Value strategies at Fuller & Thaler and has ultimate decision-making authority for all investment …

WebUndiscovered Managers Behavioral Value Fund Prospectus, Summary Prospectuses and Statement of Additional Information dated December 29, 2015, as supplemented (Institutional Class Shares) Supplement dated September 8, 2016 to the Prospectuses, Summary Prospectuses and Statements of Additional Information dated above control balance theory exampleWebFeb 28, 2024 · Undiscovered Managers Behavioral Val Fd earns an Above Average Process Pillar rating. This strategy targets deeper value plays than its peers’ average in the Small … control bagworms on shrubsWeb1 day ago · To find out, Livewire’s Chris Conway was joined by Yarra Capital Management's Katie Hudson and Prime Value's Mike Younger for their analysis of three undiscovered gems. Plus, they also name and shame two overhyped duds. Note: This episode was filmed on Wednesday 5 April 2024. fall from pickup truck icd 10WebUndiscovered Managers Behavioral Val L (UBVLX) is an actively managed U.S. Equity Small Value fund. JPMorgan launched the fund in 1998. The investment seeks capital appreciation. The fund seeks to achieve its objective by investing in common stocks of U.S. companies that the fund's sub-adviser believes have value characteristics. control bass and treble windows 10WebCategory: Small Value Morningstar Category: Small-value funds invest in small-caps with valuations and growth rates below other small-cap peers. They tend to invest in manufacturing, financial, and energy sectors. Performance Returns 1,2 as of 02/28/2024 YTD 3 Mo 1 Yr 5 Yr 10 Yr Since Inception-10% 15% This section contrasts UBVLX to its … control bear japanWebAppendix A Transfer Agency Agreement for JPMorgan Funds (Amended as of June 30, 2008) filed by JPMorgan Institutional Trust on June 27th, 2008 control bandwidth on wireless routerWebJul 31, 2005 · Undiscovered Managers Behavioral Value Fund Class R6. Dallas,TX 75201. 700 North Pearl Street. Undiscovered Managers Funds. (800) 348-4782. fall from play equipment icd 10