UMBHX Mutual Fund (Carillon Chartwell Small Cap Fund Class I) is managed by Carillon Family of Funds with $205.7M in net assets. UMBHX expense ratio is 0.89%, holding 88 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 1986-11-17.

UMBHX performance shows a YTD return of 35.44%. The 1-year return is 61.15% and the 5-year return is 10.12%. UMBHX dividend yield stands at 42.39%, paid annually.

UMBHX top holdings include Sterling Construction Company Inc (3.6%), Comfort Systems U.s.a., Inc. (3.1%), Macom Technology Solutions Holdings, Inc. (3.0%), Fabrinet (2.5%), Ftai Aviation Ltd. (2.5%). View all UMBHX holdings, sector breakdown, or dividend history.

UMBHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UMBHX alternatives are available via the screener, along with tax-loss harvesting opportunities.