UBVRX Mutual Fund (Undiscovered Managers Behavioral Value Fund Class R2) is managed by J.P. Morgan Asset Management with $15.1M in net assets. UBVRX expense ratio is 1.55%, holding 90 positions across sectors including Financials, Materials, Real Estate. Inception date: 2013-04-30.

UBVRX performance shows a YTD return of 11.38%. The 1-year return is 16.59% and the 5-year return is 7.71%. UBVRX dividend yield stands at 8.30%, paid annually.

UBVRX top holdings include Amcor Plc Ordinary Shares (4.9%), Healthpeak Properties Inc (4.3%), Jpmorgan Prime Money Market Fund, Class Im (3.3%), Old National Bancorp/In Common Stock (3.1%), Lkq Corp. (2.7%). View all UBVRX holdings, sector breakdown, or dividend history.

UBVRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UBVRX alternatives are available via the screener, along with tax-loss harvesting opportunities.