UMBMX Mutual Fund

NAV$27.51

AUM$3.6B

TER0.95%

Holdings125

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UMBMX Mutual Fund

NAV$27.51

Carillon Scout Mid Cap Fund Class I

AUM$3.6B

TER0.95%

Holdings125

See how much of UMBMX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of UMBMX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

PRO

of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—
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—	—	—
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

UMBMX Mutual Fund Sector Allocation

UMBMX sector allocation breaks down across Information Technology (19.4%), Industrials (16.1%), Financials (10.4%), Materials (8.6%), Consumer Discretionary (8.1%). Across 125 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

UMBMX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

UMBMX by country shows geographic exposure. UMBMX overlap reveals how sector exposure compares with other funds.