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UBVSX Mutual Fund Holdings Information

Holdings Count
92
Total Assets
9.02B
Top 10 Percentage
28.59%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
92 Holdings
92 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
USD_CASH
Amcor plc
4.47%
$396.06M
Healthpeak Properties, Inc.
4.32%
$382.67M
$12.57B
-13.78%
5 Buy
5 Hold
0 Sell
Moderate Buy
Old National Bancorp
3.28%
$290.27M
$8.35B
1.13%
7 Buy
2 Hold
0 Sell
Strong Buy
F.N.B. Corp
2.84%
$251.39M
$5.76B
18.37%
4 Buy
0 Hold
0 Sell
Strong Buy
Graphic Packaging Holding
2.39%
$212.02M
$2.90B
-62.63%
1 Buy
5 Hold
1 Sell
Hold
KeyCorp
2.39%
$211.37M
$20.81B
20.50%
9 Buy
6 Hold
0 Sell
Moderate Buy
Agco Corp.
2.34%
$207.03M
$8.44B
22.74%
3 Buy
7 Hold
2 Sell
Hold
LKQ Corporation
2.26%
$200.08M
$7.49B
-30.52%
3 Buy
1 Hold
0 Sell
Strong Buy
Devon Energy
2.15%
$190.12M
$29.40B
34.07%
16 Buy
3 Hold
0 Sell
Strong Buy
Primo Brands Corporation
2.15%
$190.00M
$7.53B
-34.88%
9 Buy
2 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

24.01%Financial15.46%Consumer Cyclical15.02%Industrials11.29%Real Estate8.06%Healthcare6.78%Utilities6.33%Technology5.05%Basic Materials4.14%Energy3.42%Consumer Defensive0.43%Communication Services24.01%Financial
Financial
24.01%
Consumer Cyclical
15.46%
Industrials
15.02%
Real Estate
11.29%
Healthcare
8.06%
Utilities
6.78%
Technology
6.33%
Basic Materials
5.05%
Energy
4.14%
Consumer Defensive
3.42%
Communication Services
0.43%

Countries Breakdown

93.54%United States93.54%United States
United States
93.54%

Breakdown By Smart Score

6.93%Outperform1014.14%Outperform910.57%Outperform813.23%Neutral716.96%Neutral612.81%Neutral54.55%Neutral411.97%Underperform34.96%Underperform23.90%Underperform16
The weighted average smart score of the UBVSX Mutual Fund is 6
10
6.93%
9
14.14%
8
10.57%
7
13.23%
6
16.96%
5
12.81%
4
4.55%
3
11.97%
2
4.96%
1
3.90%

UBVSX Mutual Funds FAQ

What are Mutual Funds UBVSX’s top 3 holdings?
UBVSX’s top 3 holdings are USD_CASH, DOC, ONB.
    What is Mutual Funds UBVSX’s holdings count?
    Mutual Funds UBVSX’s is holdings 92 different assets.
      What are the total assets of Mutual Funds UBVSX?
      Mutual Funds UBVSX’s total assets are 9.02B.
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