Undiscovered Managers Behavioral Value Fund Class R2 (UBVRX) 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 17, 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 R2 (UBVRX) trades at $78.12. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for UBVRX: UBVRX 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 R2 (UBVRX) Financial Services Profile
Undiscovered Managers Behavioral Value Fund Class R2 (UBVRX) seeks capital appreciation by investing in undervalued U.S. companies, including small-cap stocks and REITs, using behavioral finance principles. It competes within the asset management sector, offering investors exposure to a value-oriented investment strategy with a focus on behavioral insights.
What Is the Investment Thesis for UBVRX?
With a market capitalization of $9.17 billion and a beta of 1.04, the fund offers market-correlated risk exposure. The fund's strategy of employing behavioral finance principles to identify undervalued assets could lead to outperformance compared to traditional value investing approaches. A key catalyst is the potential for market corrections, which may create opportunities to acquire undervalued assets. The absence of a dividend yield may deter income-focused investors, but aligns with the fund's focus on capital appreciation. Potential risks include market volatility and the possibility that the fund's behavioral finance strategy may not consistently generate superior returns. However, the fund's focus on value and its diversified portfolio of small-cap stocks and REITs could provide a buffer against market downturns.
Based on FMP financials and quantitative analysis
UBVRX Key Highlights
Market Cap of $9.17 billion, indicating a substantial asset base.
- Beta of 1.04, suggesting market-correlated volatility.
- Investment focus on U.S. companies with value characteristics, aligning with value investing principles.
- Application of behavioral finance principles in stock selection, aiming to exploit market inefficiencies.
- Portfolio includes small capitalization companies and REITs, providing diversification within the U.S. equity market.
Who Are UBVRX's Competitors?
UBVRX 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 | $41.32 | +0.61% | $8.38B | — |
| JVARX JPMorgan Value Advantage Fund Class R5 | $41.18 | +0.59% | $8.38B | — |
| JVASX JPMorgan Value Advantage Fund | $41.22 | +0.61% | $8.37B | — |
| JVAYX JPMorgan Value Advantage Fund Class R6 | $41.25 | +0.61% | $8.47B | — |
| BLK BlackRock, Inc. | $1079.42 | +1.22% | $167B | 52 5-pillar |
| BX Blackstone Inc. | $113.03 | +1.24% | $137B | 69 5-pillar |
| APOS Apollo Global Management, Inc. | $25.60 | +0.04% | $74.9B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are UBVRX's Key Strengths?
Experienced investment management team.
- Proprietary investment strategy based on behavioral finance.
- Focus on undervalued U.S. equities.
- Diversified portfolio of small-cap stocks and REITs.
What Are UBVRX's Weaknesses?
Reliance on a specific investment strategy (behavioral finance).
- Potential for underperformance in certain market conditions.
- Absence of a dividend yield may deter income-focused investors.
- Market-correlated volatility (beta of 1.04).
What Are the Key Risks for UBVRX?
Market volatility and economic downturns impacting portfolio performance.
- Underperformance of the behavioral finance strategy in certain market conditions.
- Increased competition from other asset managers.
- Regulatory changes and compliance costs affecting profitability.
What Are UBVRX's Competitive Advantages?
- Established track record in value investing.
- Proprietary investment strategy based on behavioral finance.
- Experienced investment management team.
- Access to a wide range of investment opportunities.
What Does UBVRX Do?
Undiscovered Managers Behavioral Value Fund Class R2 (UBVRX) is a mutual fund designed to achieve capital appreciation by investing primarily in the common stocks of U.S. companies believed to possess value characteristics. The fund's investment strategy is rooted in the principles of behavioral finance, which seeks to exploit market inefficiencies arising from investor biases and emotional decision-making. UBVRX focuses on identifying companies whose stock prices may not accurately reflect their intrinsic value due to these behavioral factors. The fund's portfolio includes stocks of small capitalization companies, mirroring those found in the Russell 2000 Value Index, as well as real estate investment trusts (REITs). This dual focus allows the fund to diversify its holdings across different segments of the U.S. equity market. The sub-adviser plays a crucial role in selecting stocks, applying behavioral finance principles to pinpoint undervalued opportunities. By targeting companies with value characteristics, UBVRX aims to deliver long-term capital appreciation to its investors. The fund operates within the broader asset management industry, catering to investors seeking a value-oriented approach with a behavioral finance overlay. UBVRX's investment approach is designed to capitalize on market mispricings caused by investor behavior, offering a differentiated strategy within the competitive landscape of mutual funds.
What Products and Services Does UBVRX Offer?
- Invests primarily in common stocks of U.S. companies.
- Focuses on companies with value characteristics.
- Employs principles of behavioral finance in stock selection.
- Targets small capitalization companies similar to those in the Russell 2000 Value Index.
- Includes real estate investment trusts (REITs) in its portfolio.
- Seeks capital appreciation as its primary investment objective.
How Does UBVRX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net inflows from investors.
- Expenses include investment management fees, administrative costs, and marketing expenses.
What Industry Does UBVRX Operate In?
UBVRX 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. UBVRX's focus on value investing and behavioral finance differentiates it from other asset managers. The fund competes with other value-oriented funds and those employing alternative investment strategies. The asset management industry is experiencing growth driven by increasing demand for investment products and services, particularly from individual investors and retirement savers. UBVRX's ability to generate consistent returns and attract assets under management will be crucial for its long-term success.
Who Are UBVRX's Key Customers?
- Individual investors seeking capital appreciation.
- Institutional investors, including pension funds and endowments.
- Financial advisors and wealth managers.
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
UBVRX Financials
Bull Case vs Bear Case
Bull Case
- Experienced investment management team.
- Proprietary investment strategy based on behavioral finance.
- Focus on undervalued U.S. equities.
- Diversified portfolio of small-cap stocks and REITs.
Bear Case
- Reliance on a specific investment strategy (behavioral finance).
- Potential for underperformance in certain market conditions.
- Absence of a dividend yield may deter income-focused investors.
- Market-correlated volatility (beta of 1.04).
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
UBVRX Latest News
No recent news available for UBVRX.
UBVRX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for UBVRX.
Price Targets
Wall Street price target analysis for UBVRX.
UBVRX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for UBVRX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Undiscovered Managers Behavioral Value Fund Class R2 (UBVRX) — Financials
What does Undiscovered Managers Behavioral Value Fund Class R2 do?
Undiscovered Managers Behavioral Value Fund Class R2 (UBVRX) is a mutual fund that seeks capital appreciation by investing primarily in the common stocks of U.S. companies with value characteristics.
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 based on available information and may be subject to change.