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Undiscovered Managers Behavioral Value Fund Class I (UBVSX)

US Funds

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83.17 -0.39 -0.47%

07/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 3B

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Equity

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UBVSX Holdings

Comprehensive information about top holdings and Key Holding Information for the Undiscovered Managers Behavioral Val Sel (UBVSX) fund. Our Undiscovered Managers Behavioral Val Sel portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.99	2.99	0.00
Stocks	97.01	97.01	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.90	12.90
Price to Book	1.37	1.51
Price to Sales	1.03	0.98
Price to Cash Flow	7.37	7.31
Dividend Yield	2.50	2.08
5 Years Earnings Growth	7.93	11.16

Sector Allocation

Name	Net %	Category Average
Financial Services	31.66	24.59
Industrials	16.49	17.40
Consumer Cyclical	12.06	12.63
Healthcare	8.40	6.45
Utilities	8.03	3.50
Real Estate	6.09	7.93
Energy	5.87	6.72
Technology	5.31	10.21
Basic Materials	2.89	5.99
Consumer Defensive	2.83	4.03
Communication Services	0.36	2.45

Region Allocation

Equities

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 103

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
KeyCorp	US4932671088	3.88	17.08	-0.64%
Citizens Financial Group Inc	US1746101054	3.28	44.66	-0.09%
Old National Bancorp	US6800331075	2.88	21.25	+0.97%
Healthpeak Properties	US42250P1030	2.87	20.25	+1.71%
Devon Energy	US25179M1036	2.80	34.88	+0.55%
Berry Global	US08579W1036	2.66	65.90	-0.02%
Graphic Packaging	US3886891015	2.56	26.42	-0.45%
FNB	US3025201019	2.55	14.71	+0.20%
AGCO	US0010841023	2.19	89.95	-1.83%
Dentsply	US24906P1093	2.09	18.55	-0.32%

Top Equity Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Large Cap Growth R6	69.42B	34.70	11.07	17.87
JPMorgan Large Cap Growth Select	26.44B	34.39	10.79	17.56
JPMorgan Equity Income R6	22.12B	22.10	10.32	10.31
JPMorgan US Equity R6	17.99B	29.10	11.71	14.03
JPMorgan Equity Income Select	15.64B	21.82	10.03	10.03

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Undiscovered Mana.	83.17	-0.39	-0.47%