Undiscovered Mgrs Behavioral Value Inst (UBVLX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for UBVLX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.00%|
Performance & Risk
|5y Avg Return:||33.32%|
|Rank in Category (ytd):||38|
|% Rank in Category (ytd):||9.64%|
|Morningstar Risk Rating:||4|
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'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. View More