Morningstar

Columbia Emerging Markets Fund Institutional Class UMEMX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 21.22  /  +0.76 %
  • Total Assets 840.2M
  • Adj. Expense Ratio
    1.130%
  • 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 0.24%
  • Turnover 56%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0

Morningstar’s Analysis UMEMX

Will UMEMX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Emerging Markets Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings UMEMX

More UMEMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

14.34 129M
Technology

Samsung Electronics Co Ltd

9.69 87M
Technology

SK Hynix Inc

8.19 73M
Technology

Alibaba Group Holding Ltd Ordinary Shares

2.74 25M
Consumer Cyclical

Tencent Holdings Ltd

2.67 24M
Communication Services

Unimicron Technology Corp

2.57 23M
Technology

Samsung Electro-Mechanics Co Ltd

2.33 21M
Technology

Nu Holdings Ltd Ordinary Shares Class A

2.02 18M
Financial Services

Capitec Bank Holdings Ltd

1.79 16M
Financial Services

Piraeus Bank SA

1.79 16M
Financial Services

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