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Undiscovered Managers Behavioral Value Fund I Class: (MF: UBVSX)

(NASDAQ Mutual Funds) As of Mar 2, 2026 06:12 PM ET

$85.00 USD

+0.21 (0.25%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Zacks Premium Research for UBVSX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Undiscovered Mgrs Behavioral Val I UBVSX NA NA 0.00 0.00 0.75 0.99

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Undiscovered Mgrs Behavioral Val I UBVLX 85.49 12/28/1998 NA 3.28 7.33 11.76
Undiscovered Mgrs Behavioral Val A UBVAX 82.20 6/7/2004 NA 2.92 6.97 11.37
Undiscovered Mgrs Behavioral Val C UBVCX 75.03 6/7/2004 NA 2.41 6.44 10.81

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Undiscovered Mgrs Behavioral Val I UBVSX 1000000 0 0 A

Contact Information

Family J.P. Morgan
Address P.O.Box 8528
Boston, MA 02266
Phone 800 480-4111