Undiscovered Managers Behavioral Value Fund Class A (UBVAX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.04: the stock has moved about 4% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerUndiscovered Managers Behavioral Value Fund Class A (UBVAX) trades at $79.64. Undiscovered Managers Behavioral Value Fund Class A (UBVAX) seeks capital appreciation by investing in undervalued U.S. companies, including small-cap stocks and REITs. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for UBVAX: UBVAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Undiscovered Managers Behavioral Value Fund Class A (UBVAX) Financial Services Profile
Undiscovered Managers Behavioral Value Fund Class A (UBVAX) aims for capital appreciation by investing in undervalued U.S. equities, with a focus on small-cap companies and REITs. The fund employs behavioral finance principles in its stock selection, differentiating it within the asset management sector with a market cap of $9.14 billion.
What Is the Investment Thesis for UBVAX?
The fund's focus on small-cap stocks and REITs offers exposure to potentially undervalued segments of the U.S. equity market. The fund's investment approach, guided by behavioral finance, seeks to capitalize on market inefficiencies and investor biases, potentially leading to superior risk-adjusted returns. However, the fund's performance is subject to market volatility and the success of its stock selection process. The absence of dividend payments may deter income-seeking investors. The fund's beta of 1.04 indicates a market-correlated risk profile. The fund's ability to consistently identify and capitalize on undervalued opportunities will be a key determinant of its long-term success.
Based on FMP financials and quantitative analysis
UBVAX Key Highlights
Market capitalization of $9.14 billion, indicating a substantial asset base.
- Beta of 1.04, suggesting market-correlated volatility.
- Investment focus on small-capitalization companies and REITs, offering exposure to specific market segments.
- Application of behavioral finance principles in stock selection, differentiating its investment approach.
- Absence of dividend payments, which may influence investor preferences.
Who Are UBVAX's Competitors?
UBVAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BBBIX BBH Limited Duration I | $10.39 | 0.00% | $10.7B | — |
| JVAIX JPMorgan Value Advantage Fund Class L | $41.16 | -0.39% | $8.38B | — |
| JVARX JPMorgan Value Advantage Fund Class R5 | $41.03 | -0.36% | $8.38B | — |
| JVASX JPMorgan Value Advantage Fund | $41.07 | -0.36% | $8.37B | — |
| JVAYX JPMorgan Value Advantage Fund Class R6 | $41.09 | -0.39% | $8.47B | — |
| BLK BlackRock, Inc. | $1069.63 | -0.91% | $166B | 52 5-pillar |
| BX Blackstone Inc. | $111.80 | -1.38% | $135B | 69 5-pillar |
| APOS Apollo Global Management, Inc. | $25.43 | -0.66% | $74.6B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are UBVAX's Key Strengths?
Unique investment approach based on behavioral finance.
- Focus on undervalued small-cap companies and REITs.
- Experienced investment management team.
- Established track record of capital appreciation.
What Are UBVAX's Weaknesses?
Dependence on the sub-adviser's stock selection skills.
- Potential for underperformance in growth-oriented market environments.
- Absence of dividend payments may deter income-seeking investors.
- Higher volatility associated with small-cap investments.
What Are the Key Risks for UBVAX?
Market volatility and economic downturns.
- Changes in interest rates and inflation.
- Increased competition from other asset management firms.
- Dependence on the sub-adviser's stock selection skills.
- Risk of underperformance in growth-oriented market environments.
What Are UBVAX's Competitive Advantages?
- Application of behavioral finance principles in stock selection, providing a unique investment approach.
- Focus on small-cap companies and REITs, offering exposure to specific market segments.
- Established track record and reputation within the asset management industry.
- Experienced investment team with expertise in value investing.
What Does UBVAX Do?
Undiscovered Managers Behavioral Value Fund Class A (UBVAX) is an investment vehicle focused on achieving capital appreciation through strategic investments in the U.S. equity market. The fund's core strategy revolves around identifying and investing in companies that exhibit value characteristics, with a particular emphasis on small-capitalization companies similar to those included in the Russell 2000 Value Index, as well as Real Estate Investment Trusts (REITs). UBVAX distinguishes itself by integrating principles of behavioral finance into its investment decision-making process. This approach seeks to exploit market inefficiencies and investor biases to identify undervalued assets with significant growth potential. The fund's objective is to deliver long-term capital appreciation to its investors by capitalizing on these identified opportunities within the U.S. equity landscape. As of 2026, UBVAX manages a substantial portfolio with a market capitalization of $9.14 billion, reflecting its established presence and investor confidence in its value-oriented investment approach. The fund operates within the broader asset management industry, catering to investors seeking exposure to U.S. equities with a focus on value and behavioral insights.
What Products and Services Does UBVAX Offer?
- Invests in common stocks of U.S. companies.
- Focuses on companies with value characteristics.
- Targets small capitalization companies similar to those in the Russell 2000 Value Index.
- Invests in Real Estate Investment Trusts (REITs).
- Applies principles based on behavioral finance in stock selection.
- Seeks to achieve capital appreciation for its investors.
How Does UBVAX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to outperform its benchmark index by identifying undervalued securities.
- Utilizes a sub-adviser to manage the fund's investments and implement its investment strategy.
What Industry Does UBVAX Operate In?
UBVAX operates within the asset management industry, a sector characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. UBVAX's focus on value investing and behavioral finance distinguishes it from competitors employing different investment strategies. The fund competes with other asset managers, including BBBIX, JVAIX, JVARX, JVASX, and JVAYX, for investor capital. The asset management industry is experiencing growth driven by increasing demand for investment products and services, particularly from institutional investors and high-net-worth individuals.
Who Are UBVAX's Key Customers?
- Individual investors seeking capital appreciation.
- Institutional investors, including pension funds and endowments.
- Financial advisors seeking investment solutions for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
UBVAX Financials
Bull Case vs Bear Case
Bull Case
- Unique investment approach based on behavioral finance.
- Focus on undervalued small-cap companies and REITs.
- Experienced investment management team.
- Established track record of capital appreciation.
Bear Case
- Dependence on the sub-adviser's stock selection skills.
- Potential for underperformance in growth-oriented market environments.
- Absence of dividend payments may deter income-seeking investors.
- Higher volatility associated with small-cap investments.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
UBVAX Latest News
No recent news available for UBVAX.
UBVAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for UBVAX.
Price Targets
Wall Street price target analysis for UBVAX.
UBVAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for UBVAX; grades run from A+ (80-100) to F (below 30).
UBVAX Financials Stock FAQ
What are the main risks for UBVAX?
UBVAX faces several risks inherent to its investment strategy and the broader market environment. Market volatility and economic downturns can negatively impact the fund's performance. Changes in interest rates and inflation can affect the value of its investments. Increased competition from other asset management firms can put pressure on fees and margins.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.