| 52.12 Net Asset Value | +0.75% 1 Day | +18.51% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 1.06% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | -0.53% | 3 years | +13.62% | |
| 3 months | +7.30% | 5 years | +1.65% | |
| 1 year | +29.92% | Since inception | +12.52% |
| UMBIX | Category | |
|---|---|---|
| Performance 5-yr return | +1.65% | +4.80% |
| Expense ratio | 1.06% | 1.18% |
| Risk 5 year sharpe ratio | 0.16 | 0.30 |
| Net assets | $2.3B | $2.7B |
| Average market cap | $66.0B | $59.2B |
| Average P/E | 17.0 | 16.2 |
| Portfolio turnover | 64% | 64% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Columbia |
| Fund manager & tenure | Guy Pope / 4 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 31.39% |
| Energy | 18.62% |
| Financial service | 14.51% |
| Consumer goods | 8.81% |
| Telecommunication | 8.10% |
| CVX Chevron Corp | 3.37% |
| JNJ Johnson & Johnson | 3.35% |
| GOOG Google, Inc. Class A | 2.79% |
| AAPL Apple Inc | 2.79% |
| PM Philip Morris International, Inc. | 2.75% |
| JPM JPMorgan Chase & Co | 2.57% |
| PG Procter & Gamble Co | 2.51% |
| BRKB Berkshire Hathaway Inc Class B | 2.51% |
| C Citigroup Inc | 2.44% |
| PEP PepsiCo Inc | 2.16% |
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