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Undiscovered Mgrs Behavioral Growth Inst (UBRLX)

On Feb 9: 20.91 USD  Up 0.24 (1.16%)  
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UNDISCOVERED MANAGERS BEHAVIORA Delayed quote dataEdit
Net Asset Value: 20.91
Trade Time: Feb 9
Change: Up 0.24 (1.16%)
Prev Close: 20.91
YTD Return*: 19.70%
Net Assets*: 123.09M
Yield*: N/A
* As of 31-Dec-07
Undiscovered Mgrs Behavioral Growth Inst (UBRLX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 123.09M
Category: Mid-Cap Growth
Total Expense Ratio: 1.30%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 19.70%
5y Avg Return: 18.02%
Rank in Category (ytd): 937
% Rank in Category (ytd): 96.9%
Beta (3y): 1.49
Morningstar Risk Rating: High
Performance Details - Risk Details

FUND SUMMARY
The investment seeks capital growth. The fund invests primarily in common stocks of U.S. companies that the Fund's sub-adviser, Fuller & Thaler Asset Management, Inc. believes have growth characteristics. Fuller & Thaler analyzes companies that have recently announced higher than expected earnings and seeks to determine whether the market value of a company's stock fully reflects Fuller & Thaler's expectations as to the company's future earnings and growth prospects. Under normal market conditions, the fund invests substantially all of assets in common stocks.
Fund Profile


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