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Columbia Global Energy & Natural Res Z Fund (UMESX)

Fund performance review and position details on Columbia Global Energy & Natural Res Z Fund (UMESX)

    Last Trade: $ on , Change: (0%)

Columbia Global Energy & Natural Res Z Fund (UMESX) HighlightColumbia Global Energy & Natural Res Z Fund (UMESX) Fund Summary

Columbia Global Energy & Natural Res Z Fund (UMESX) statistics as of May 30, 2016

Category: Natural Resources
Fund Family: Columbia
Net Asset: $239.33M
Yield: 0%
Year-to-Date Return: 10.35%
Morningstar rating: 3

 

Columbia Global Energy & Natural Res Z Fund (UMESX) CostColumbia Global Energy & Natural Res Z Fund (UMESX) Cost

Columbia Global Energy & Natural Res Z Fund (UMESX) various investment related cost

Initial Investment: 2,000
Total Expense Ratio (Natural Resources average): 1.07% (1.40%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 51.00%

 

Columbia Global Energy & Natural Res Z Fund (UMESX) PerformanceColumbia Global Energy & Natural Res Z Fund (UMESX) Performance

Most current Columbia Global Energy & Natural Res Z Fund (UMESX) Performance

1-month Performance (Natural Resources category median performance): -2.92% (-3.12%)
3-month Performance (Natural Resources category median performance): 14.14% (15.06%)
1 Year Performance (Natural Resources category median performance): -12.87% (-16.02%)
3 Year Performance (Natural Resources category median performance): -4.94% (-7.51%)
5 Year Performance (Natural Resources category median performance): -5.24% (-7.88%)
Number of Years of positive return: 15 years
Number of Years of negative return: 8 years
3 year Alpha (Natural Resources category average): -10.68 (-9.92)
3 year Beta (Natural Resources category average): 1.27 (1.22)
3 year Sharpe Ratio: -0.19
3 year Treynor: -3.95

Columbia Global Energy & Natural Res Z Fund (UMESX) topholdingTop Stock Holdings in Columbia Global Energy & Natural Res Z Fund (UMESX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Exxon Mobil Corporation Common 11.15%0.00%
Royal Dutch Shell PLC Class A5.68%0.00%
BP PLC3.96%0.00%
SUNCOR ENERGY INC.3.34%0.00%
Chevron Corporation Common Stoc3.21%0.00%
Schlumberger N.V. Common Stock3.08%0.00%
VanEck Vectors Gold Miners ETF2.7%N/A
Dow Chemical Company (The) Comm2.63%0.00%
Rio Tinto PLC2.62%0.00%
PPG Industries, Inc. Common Sto2.6%0.00%
*Note: The price change will reset to 0 after the midnight

 

Columbia Global Energy & Natural Res Z Fund (UMESX) Portfolio AllocationColumbia Global Energy & Natural Res Z Fund (UMESX) Fund Portfolio Allocation

Columbia Global Energy & Natural Res Z Fund (UMESX) Fund Portfolio Allocation data as of 04/2016

Stock99.36%
Bond0%
Cash0.64%
Other0%

 

Columbia Global Energy & Natural Res Z Fund (UMESX) CompareCompare with other Natural Resources category mutual funds

Below are some additional Natural Resources mutual funds generated out of our database

Fund1 Year3 year5 year
Columbia Global Energy & Natural Res Z-12.87-4.94-5.24
Dreyfus Natural Resources A (DNLAX)-17.37-3.83-3.00 Compare
Fidelity Select Chemicals Portfolio (FSCHX)-1.888.369.76 Compare
T. Rowe Price Real Assets (PRAFX)-5.090.14-2.42 Compare

See top fund managers for Natural Resources Category Funds

 

Columbia Global Energy & Natural Res Z Fund (UMESX) PerformanceOther Financial Data Web Sites on Columbia Global Energy & Natural Res Z Fund (UMESX)

Addition research sites for Columbia Global Energy & Natural Res Z Fund (UMESX)

 

Columbia Global Energy & Natural Res Z Fund (UMESX) Related ResourcesSee more information on Columbia Global Energy & Natural Res Z (UMESX) Fund

Popular pages on Columbia Global Energy & Natural Res Z (UMESX) Fund

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