UMEBX Mutual Fund

UMEBX Mutual Fund (Columbia Emerging Markets Fund Class S) is managed by Columbia Threadneedle Investments with $31.9M in net assets. UMEBX expense ratio is 1.13%, holding 92 positions across sectors including Communication Services, Financials, Consumer Discretionary. Inception date: 2024-10-02.

UMEBX performance shows a YTD return of 22.15%. The 1-year return is 40.81% and the 5-year return is 2.98%. UMEBX dividend yield stands at 4.05%, paid annually.

UMEBX top holdings include Tsmc (14.2%), Samsung Electronics (Equity) (7.7%), Sk Hynix Inc Common Stock KRW 5000 (6.0%), Tencent Holdings Ltd Ordinary Shares (4.3%), Alibaba Group Holding Ltd (3.2%). Go to all UMEBX holdings, UMEBX sectors, or UMEBX dividends.

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