UBVCX Undiscovered Managers Behavioral Value Fund Class C

This is an open ended mutual fund. The investment seeks capital appreciation. The fund seeks to achieve its objective by investing primarily in common stocks of U.S. companies that the fund& 39 s sub-adviser believes have value characteristics. Such common stocks include stocks of small capitalization companies similar to those that are included in the Russell 2000 Value Index and real estate investment trusts REITs . In selecting stocks for the fund the sub-adviser applies principles based on behavioral finance.

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As of 08/04/2021


Mutual Fund Information
Sponsor:     Undiscovered Managers Fund
Category1:  US Equity
Category2:  Broad market
Category3:  Small cap
Morningstar category:  Small Value
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     12/28/1998
Market cap:     $88,940,000
Current yield:     0.01%
Fees:     1.8700%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  904504578
ISIN:    US9045045781
Investment style: Actively managed

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