UMEBX Mutual Fund Analysis & Holdings | MarketXLS

UMEBX Mutual Fund

NAV$20.73

AUM$29M

TER1.13%

Holdings92

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UMEBX Mutual Fund

NAV$20.73

Columbia Emerging Markets Fund Class S

AUM$29M

TER1.13%

Holdings92

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare UMEBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings UMEBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

UMEBX Mutual Fund Overlap Analysis

UMEBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

UMEBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, UMEBX may share significant positions with broad-market funds.

UMEBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. UMEBX tax-loss harvesting finds highly correlated but non-identical funds.