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Columbia Emerging Markets Inst UMEMX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 13.13  /  +0.23 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 44%

USD | NAV as of Jun 14, 2024 | 1-Day Return as of Jun 14, 2024, 11:05 PM GMT+0

Morningstar’s Analysis UMEMX

Will UMEMX outperform in future?

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

Weakness in Columbia Emerging Markets Inst's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings UMEMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.46 108.5 Mil
Technology

Samsung Electronics Co Ltd

4.76 54.7 Mil
Technology

Tencent Holdings Ltd

4.51 51.8 Mil
Communication Services

SK Hynix Inc

2.57 29.5 Mil
Technology

ICICI Bank Ltd ADR

2.47 28.4 Mil
Financial Services

PT Bank Rakyat Indonesia (Persero) Tbk Registered Shs Series -B-

2.35 26.9 Mil
Financial Services

PT Bank Central Asia Tbk

2.32 26.6 Mil
Financial Services

PDD Holdings Inc ADR

2.08 23.8 Mil
Consumer Cyclical

Larsen & Toubro Ltd

2.02 23.1 Mil
Industrials

Grupo Financiero Banorte SAB de CV Class O

1.84 21.1 Mil
Financial Services