UMBMX Mutual Fund

UMBMX Mutual Fund (Carillon Scout Mid Cap Fund Class I) is managed by Carillon Family of Funds with $3.34B in net assets. UMBMX expense ratio is 0.95%, holding 120 positions across sectors including Information Technology, Industrials, Energy. Inception date: 2006-10-31.

UMBMX performance shows a YTD return of 8.58%. The 1-year return is 12.58% and the 5-year return is 7.40%. UMBMX dividend yield stands at 0.48%, paid annually.

UMBMX top holdings include Cenovus Energy, Inc. (2.2%), Agilent Technologies Inc (2.2%), Ati Inc (1.9%), Marathon Petroleum Corp. (1.7%), Wec Energy Group Inc. (1.7%). Go to all UMBMX holdings, UMBMX sectors, or UMBMX dividends.

UMBMX can be compared against other funds. Use UMBMX overlap to find shared positions, or UMBMX vs another fund for a side-by-side view. UMBMX alternatives are available via the screener, along with tax-loss harvesting opportunities.