Undiscovered managers small cap value
WebCategory: 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 … WebCategory: 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 …
Undiscovered managers small cap value
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WebMar 31, 2024 · Small Value : $20,387 10K 12K 14K 16K 18K 20K 22K 24K 26K 28K 2014 2015 2016 2024 2024 2024 2024 2024 2024 2024 YTD 1Y 3Y 5Y 10Y Frequency: Monthly … WebApr 11, 2024 · Wasatch Funds will deduct a 2% redemption fee on Fund shares held 60 days or less. Performance data does not reflect this redemption fee or taxes. Total Expense Ratio: Investor Class 1.16% The Advisor has contractually agreed to limit certain expenses to 1.50% through at least 1/31/2024.
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... 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 …
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... 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 …
WebApr 12, 2024 · 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. ... Small-Cap: Fund ...
WebFeb 28, 2024 · Undiscovered Managers Behavioral Value Fund Morningstar Rating: Overall As of 01/31/2024 Category: Small Value Read Morningstar criteria Jump to a fund Fact Sheet Summary Prospectus Compare Fund NAV As of 03/10/2024 $72.80 Change $-1.78 … stillwater ny funeral homesWebSee 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. stillwater ny obituariesWebAppendix A Transfer Agency Agreement for JPMorgan Funds (Amended as of June 30, 2008) filed by JPMorgan Institutional Trust on June 27th, 2008 stillwater nursing homes mnWebApr 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 … stillwater ny fire departmentWebApr 10, 2024 · Undiscovered Managers Behavioral Value Fund Class R4 Fund 71.90 -1.60 -2.18% 03/15/2024 12:00 AM NAV Add to watchlist NAV 71.9 Nav 03/15/2024 Last Update Ratings Morningstar Rating Sustainability... stillwater ny countyWebUndiscovered Managers Behavioral Value Fund Class A No Transaction Fee 1 Prospectus More This fund is now available NTF (No Transaction Fee) and offered load-waived … stillwater ny high schoolWebPortfolio Manager Chuck Royce and Co-CIO Francis Gannon examine an up and down 1Q23 and discuss why small cap looks attractive to them over the next three to… stillwater ny restaurants