UMLCX Rating, Research - Columbia Select Small Cap Z

Columbia Select Small Cap Z (umlcx)

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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 = 36

Threats + Weaknesses = 23

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks (see stock research) of small-sized companies similar in size to those within the Russell 2000 Growth Index. The Adviser selects stocks (see stock research) of companies with growth characteristics, including companies with above-average earnings growth potential and companies where significant changes are taking place, such as new products, services or methods of distribution, or overall business restructuring.

Management Analysis Update

Columbia Select Small Cap Z's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update