Undiscovered Managers Behavioral Value Fund

Scorecard
4 / 5 Stars
Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 118 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 28.29 percent over the past year, 16.64 percent over the past three years, 33.30 percent over the past five years, and 9.56 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.6%
1 Year 28.3%
3 Years (Annualized) 16.6%
5 Years (Annualized) 33.3%
10 Years (Annualized) 9.6%

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Summary

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.

Fees

Fees are Low compared to funds in the same category.
Undiscovered Managers Behavioral Value Fund has an expense ratio of 1.03 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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