UMEBX Mutual Fund

UMEBX Mutual Fund (Columbia Emerging Markets Fund Class S) is managed by Columbia Threadneedle Investments with $31.7M in net assets. UMEBX expense ratio is 1.13%, holding 90 positions across sectors including Communication Services, Industrials, Real Estate. Inception date: 2024-10-02.

UMEBX performance shows a YTD return of 30.68%. The 1-year return is 45.86% and the 5-year return is 2.98%. UMEBX dividend yield stands at 3.78%, paid annually.

UMEBX top holdings include Tsmc (15.5%), Samsung Electronics Co Ltd (8.9%), Sk Hynix Inc Common Stock KRW 5000 (6.7%), Tencent Holdings Ltd Ordinary Shares (3.0%), Samsung Electro-Mechanics Co Ltd (2.9%). 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.