UMBHX Mutual Fund
UMBHX Mutual Fund
NAV$25.81
AUM$197M
TER0.89%
Holdings88
See how much of UMBHX you already own
UMBHX Mutual Fund
NAV$25.81
Carillon Chartwell Small Cap Fund Class I
AUM$197M
TER0.89%
Holdings88
See how much of UMBHX you already own
UMBHX Mutual Fund Sector Allocation
UMBHX sector allocation breaks down across Information Technology (24.4%), Health Care (24.1%), Industrials (19.0%), Consumer Discretionary (7.1%), Financials (5.3%). Across 88 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
UMBHX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
UMBHX by country shows geographic exposure. UMBHX overlap reveals how sector exposure compares with other funds.