WebFeb 28, 2024 · Call 1-800-480-4111 for most recent month-end performance. Investments in smaller companies may be riskier, less liquid, more volatile and more vulnerable to … WebCategory: Small Value Morningstar Category: Small-value funds invest in small-caps with valuations and growth rates below other small-cap peers. They tend to invest in manufacturing, financial, and energy sectors. Performance Returns 1,2 as of 02/28/2024 YTD 3 Mo 1 Yr 5 Yr 10 Yr Since Inception-10% 15% This section contrasts UBVLX to its …
Small-cap stocks globally are attractively valued and have …
WebSee Undiscovered Managers Behavioral Val Fd performance, holdings, fees, risk and other data from Morningstar, S&P, and others. ... FPA Queens Road Small Cap Value Fund QRSVX #2. WebMr. Potter is the Portfolio Manager responsible for the Small Cap Value and Mid-Cap Value strategies at Fuller & Thaler and has ultimate decision-making authority for all investment … papillon aka hot butterfly lyrics
Undiscovered Managers Behavioral Value Fund-A - J.P.
Webreturns between the MSCI World Small Cap Value Index and the MSCI World and Russell 1000® indices are 0.79 and 0.56, respectively.2 ACTIVE ADVANTAGE IN SMALL CAP With limited capacity as a gating factor to asset gatherers, small cap is a less crowded space, with active large cap managers outnumbering small-cap managers by almost eight to one. WebUndiscovered Managers Behavioral Val L (UBVLX) is an actively managed U.S. Equity Small Value fund. JPMorgan launched the fund in 1998. The investment seeks capital appreciation. The fund seeks to achieve its objective by investing in common stocks of U.S. companies that the fund's sub-adviser believes have value characteristics. WebJul 31, 2005 · David Potter, Lead Manager since July 31, 2005. Mr. Potter is the Portfolio Manager responsible for the Small Cap Value and Mid-Cap Value strategies at Fuller & Thaler and has ultimate decision ... papillon airways flights