INTRUST Bank, NA


Undiscovered Managers Behavioral Val R6

Fund Basics
Name
Undiscovered Managers Behavioral Val R6
Category
Small Value
Benchmark
Morningstar US Small Value TR USD
Objective
Growth
Inception date
4/30/2013
Fund type
Equity
Fund family
JPMorgan
Fund company web site
www.jpmorganfunds.com
Registration company
Undiscovered Managers Funds
Investment strategy
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.
Performance
  1 Year Return 5 Year Return 10 Year Return Since Inception Return
Fund 2.25 8.42 N/A 10.81
Benchmark 2.09 5.94 14.37 8.32
Data as of
4/30/2019
Month end price
$63.91
Turnover ratio
Fees And Expenses
  As a percent Per $1,000
Prospectus Net Expense Ratio 0.87% $8.70
Prospectus Gross Expense Ratio 0.92% $9.20
Expense summary
None.
Restrictions
Excessive trading violation will result in a trading restriction period of 90 days. Maximum of 1 round trip allowed per 60 days period.