Unum Group

Frequently Asked Questions About UNM

What does UNM invest in?

Unum Group, along with its various subsidiaries, specializes in delivering financial protection benefits, primarily operating across the United States, the United Kingdom, and Poland. The company's operations are organized into distinct segments: Unum US, Unum International, Colonial Life, and the Closed Block. Its extensive product portfolio encompasses group coverage, including long-term and short-term disability, life insurance, and accidental death and dismemberment. Additionally, Unum provides a range of supplemental and voluntary offerings like individual disability, various voluntary benefits, and dental and vision plans. Further offerings include policies addressing accidents, sickness, general disability, life coverage, cancer, and critical illness. Beyond these, Unum's services extend to group pension plans, individual life insurance, corporate-owned life insurance (COLI), and the management of reinsurance pools. Its primary clientele consists of employers, who procure these solutions to benefit their workforce. Distribution is handled via a diverse network comprising in-house field sales teams, independent brokers, consultants, and an independent contractor agency sales force. Established in 1848, Unum Group maintains its headquarters in Chattanooga, Tennessee.

What is the expense ratio of UNM?

An expense ratio for Unum Group (UNM) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is UNM?

Unum Group (UNM) manages $13.81B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is UNM actively managed or an index fund?

UNM's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was UNM launched?

Unum Group (UNM) launched in November 1986 and is managed by the fund issuer.

How has UNM performed?

UNM's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.