UMEQX Rating, Research - Columbia Blended Equity Z

Columbia Blended Equity Z (umeqx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 240

Threats + Weaknesses = 148

When strengths & opportunities substantially exceed threats & weaknesses an investment in the umeqx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Columbia Blended Equity Z (UMEQX) Description: UMEQX is a mutual fund, which is an investment that owns a basket of assets. The UMEQX mutual fund was provided by Columbia and this investment vehicle derives the majority of its value from equity holdings (stocks). Columbias mutual fund has a short management tenure and is in the average fund size classification. UMEQXs minimum initial investment amount is $2500 while the IRA minimum is $1000. UMEQXs expense ratio is roughly 1%. The latest UMEQXs front end load was 0% and the back end load was 0%. The Columbia Blended Equity Z (UMEQX) mutual fund falls under the large-cap mixed category. UMEQX focuses its investments in USA and UMEQX is not affiliated with a particular industry or fund sector. The Columbia Blended Equity Z (UMEQX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find UMEQXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of UMEQXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund primarily invests in a diversified group of mutual funds within the same group of investment companies that invest primarily in equity securities (see equity research). It normally invests a majority of assets in J.P. Morgan equity funds including J.P. Morgan international equity funds and J.P. Morgan specialty funds although it may invest a portion of its assets in J.P. Morgan income funds and J.P. Morgan money market funds. Generally, the funds allocation strategy is to achieve a long-term risk return profile similar to a fund that invests 90% in equity securities (see equity research) and 10% in income securities.


Management Analysis Update


Performance Analysis Update