UMLGX Mutual Fund

UMLGX Mutual Fund (Columbia Select Large Cap Growth Fund Class I) is managed by Columbia Threadneedle Investments with $217.3M in net assets. UMLGX expense ratio is 0.76%, holding 34 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 1997-10-01.

UMLGX performance shows a YTD return of 7.53%. The 1-year return is 8.19% and the 5-year return is 6.88%. UMLGX dividend yield stands at 12.14%, paid semi-annually.

UMLGX 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 UMLGX holdings, UMLGX sectors, or UMLGX dividends.

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