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Morningstar

Columbia Emerging Markets Inst UMEMX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.76  /  0.31 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.180%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 48%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis UMEMX

Will UMEMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UMEMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the UMEMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of UMEMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in Columbia Emerging Markets Inst's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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