UBVTX Mutual Fund
UBVTX Mutual Fund
NAV$82.67
AUM$5M
TER1.30%
Holdings91
See how much of UBVTX you already own
UBVTX Mutual Fund
NAV$82.67
Undiscovered Managers Behavioral Value Fund Class R3
AUM$5M
TER1.30%
Holdings91
See how much of UBVTX you already own
UBVTX Mutual Fund Sector Allocation
UBVTX sector allocation breaks down across Financials (18.5%), Materials (12.1%), Real Estate (10.5%), Industrials (10.3%), Information Technology (8.6%). Across 91 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
UBVTX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
UBVTX by country shows geographic exposure. UBVTX overlap reveals how sector exposure compares with other funds.