UMESX Rating, Research - Columbia Energy & Nat Resources Z

Columbia Energy & Nat Resources Z (umesx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

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


SWOT Statistics

Strengths + Opportunities = 71

Threats + Weaknesses = 47

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

Fund Management Team

Fund Description Update

Columbia Energy & Nat Resources Z (UMESX) Description: UMESX is a mutual fund, which is an investment that owns a basket of assets. The UMESX 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 long management tenure and is in the large fund size classification. UMESXs minimum initial investment amount is $2500 while the IRA minimum is $1000. UMESXs expense ratio is roughly 1%. The latest UMESXs front end load was 0% and the back end load was 0%. The Columbia Energy & Nat Resources Z (UMESX) mutual fund falls under the natural resources category. UMESX focuses its investments in USA and UMESX is focused on the materials industry or fund sector. The Columbia Energy & Nat Resources Z (UMESX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find UMESXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of UMESXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth and income. The fund normally invests at least 80% of assets in securities principally engaged in the real estate industry. It has the flexibility to invest a limited portion of assets in companies of any size and to invest in non-equity securities (see equity research). This funds non-diversified.

Management Analysis Update

Performance Analysis Update