UBVCX

About UBVCX

Undiscovered Managers Behavioral Value Fund Class C is a U.S.-focused mutual fund that seeks capital appreciation by investing primarily in common stocks of domestic companies. The fund employs an active management strategy that leverages behavioral finance principles to identify undervalued stocks, particularly within the small-cap segment. The investment approach emphasizes value-oriented equity selections, often favoring companies with high dividend or buyback yields and a tilt toward stocks with lower profitability and higher financial leverage compared to peers. The portfolio typically holds around 100 positions, with a relatively concentrated allocation—its top ten holdings account for a significant portion of assets. Sector-wise, the fund tends to overweight financial services, utilities, and industrials, while maintaining underweight positions in sectors like information technology and real estate. Managed by an experienced team, the fund aims to outperform the broader small-cap value market through disciplined security selection and consistent factor tilts, making it a notable option within the small value mutual fund category.