UBVTX Mutual Fund
NAV$86.23
AUM$5M
TER1.30%
Holdings90
UBVTX Mutual Fund
NAV$86.23
Undiscovered Managers Behavioral Value Fund Class R3
AUM$5M
TER1.30%
Holdings90
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UBVTX Mutual Fund Performance
UBVTX performance across multiple time periods: 1-month 4.34%, YTD 11.53%, 1-year 16.88%, 3-year 12.39%, 5-year 7.98%.
UBVTX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.
UBVTX performance comparison shows side-by-side returns with another fund. UBVTX alternatives are available in the Mutual Fund Screener.