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Morningstar

Columbia Emerging Markets Inst UMEMX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 12.97  /  +1.01 %
  • 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.

  • 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.

Weakness in Columbia Emerging Markets Inst's People and Process 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.

by Morningstar Manager Research
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 36.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

10.90 125.5 Mil
Technology

Samsung Electronics Co Ltd

5.03 57.9 Mil
Technology

Tencent Holdings Ltd

4.96 57.1 Mil
Communication Services

SK Hynix Inc

3.32 38.2 Mil
Technology

ICICI Bank Ltd ADR

2.42 27.9 Mil
Financial Services

PT Bank Central Asia Tbk

2.33 26.8 Mil
Financial Services

PDD Holdings Inc ADR

2.00 23.1 Mil
Consumer Cyclical

Larsen & Toubro Ltd

1.99 22.9 Mil
Industrials

MediaTek Inc

1.95 22.4 Mil
Technology

MercadoLibre Inc

1.86 21.4 Mil
Consumer Cyclical