UMLAX Mutual Fund

UMLAX Mutual Fund (Columbia Select Large Cap Growth Fund Class S) is managed by Columbia Threadneedle Investments with $23.7M in net assets. UMLAX expense ratio is 0.76%, holding 34 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 2024-10-02.

UMLAX performance shows a YTD return of 7.39%. The 1-year return is 8.05% and the 5-year return is 4.77%. UMLAX dividend yield stands at 12.16%, paid semi-annually.

UMLAX top holdings include Nvidia Corp. (13.6%), Microsoft Corp (9.9%), Amazon.Com Inc (7.5%), Alphabet Inc Common Stock USD 0.001 (5.4%), Apple, Inc (5.0%). Go to all UMLAX holdings, UMLAX sectors, or UMLAX dividends.

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