UMEMX Mutual Fund Analysis & Holdings | MarketXLS

UMEMX Mutual Fund

NAV$20.65

AUM$194M

TER1.13%

Holdings92

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UMEMX Mutual Fund

NAV$20.65

Columbia Emerging Markets Fund Class I

AUM$194M

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 UMEMX 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 UMEMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

UMEMX Mutual Fund Overlap Analysis

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

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

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