UMBHX Mutual Fund
UMBHX Mutual Fund
NAV$26.72
AUM$217M
TER0.89%
Holdings88
See how much of UMBHX you already own
UMBHX Mutual Fund
NAV$26.72
Carillon Chartwell Small Cap Fund Class I
AUM$217M
TER0.89%
Holdings88
See how much of UMBHX you already own
UMBHX Mutual Fund Similar Funds
UMBHX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include GSZPX, MSGGX, GSBDX, ANOIX, LCGRX.
UMBHX alternatives help with portfolio diversification and cost optimization. UMBHX overlap shows shared holdings with similar funds. UMBHX tax-loss harvesting finds correlated substitutes.