UMESX (Columbia:Enr&Nat R;Z)
Net Asset Value: 18.50 1-Day Return: -0.05 (-0.27%) YTD Return as of 5/24/12:Down -8.37%

Classification: Natural Resources   Objective: Natural Resources   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 5/24/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund -8.37 -19.18 6.35 -2.76 9.42
Classification -5.02 -12.56 9.06 -2.31 8.47
Index (S&P 500) 5.90 2.60 16.60 -0.50 4.10
% Rank in Class (1-best,100=worst)8970876228

Fund Stats

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Investment Objective:Natural Resources
Net Assets ($Mil)367.80
Inception Date:12/31/92
Manager Name, TenureMichael E. Hoover, 1995
Expense Ratio: 1.01%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 2/29/12)

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Company NameSymbol% Net Assets
Chevron Corp Ord CVX 9.21
Exxon Mobil Corp Ord XOM 6.41
Occidental Petroleum Corp Ord OXY 5.71
Anadarko Petroleum Corp Ord APC 3.86
Suncor Energy Inc Ord SU 3.56
Schlumberger Nv Ord SLB 3.37
National Oilwell Varco Inc Ord NOV 2.86
Freeport-mcmoran Copper & Gold Inc Ord FCX 2.76
Halliburton Co Ord HAL 2.67
Eog Resources Inc Ord EOG 2.65
% of Total Holdings 43.06

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