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Saturday, December 19, 2009, 7:39AM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
Scout Small Cap (UMBHX)On Dec 18: 12.49  Up 0.10 (0.81%)  
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Profile  As of 30-Nov-09Get Profile for:
Scout Small Cap
803 W. Michigan St Suite A Milwaukee WI 53233
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Phone: 800-996-2862
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FUND OVERVIEW 
Category:Small Growth
Fund Family:Scout
Net Assets:488.49M
Year-to-Date Return:13.46%
Yield:0.00%
Morningstar Rating:4 stars
Fund Inception Date:17-Nov-86
MORNINGSTAR STYLE BOX 
Small Growth
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Jason Votruba
Lead Manager since 01-Jan-02
Votruba is a portfolio manager for UMB. Votruba joined UMB and Scout Investment Advisors in 2002. Previously, he provided investment advice at George K. Baum & Company from 2000-2001, where he was an analyst within the Equity Research and Investment Banking divisions, and Commerce Bank from 1998-2000. Votruba is a member of the Kansas City Society of Financial Analysts and the CFA Institute. Votruba holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION 
Min Initial Investment:$1,000
Min Initial Investment, IRA:$100
Min Initial Investment, AIP:$100
Min Subsequent Investment:$100
Min Subsequent Investment, IRA:$100
Min Subsequent Investment, AIP:$50
UMBHX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets in equity securities (mostly common stocks) of small-cap companies located anywhere in the United States. Small-cap companies are those with a market capitalization of $2.8 billion or less at the time of purchase.It intends to hold some cash, short-term debt obligations, government securities or other high-quality investments for reserves to cover redemptions and unanticipated expenses.
FUND OPERATIONS 
Last Dividend (20-Dec-02): 0.01
Last Cap Gain (14-Dec-07): 1.40
Annual Holdings Turnover 327.00%
Average for Category: 133.38%
FEES & EXPENSES 
ExpenseUMBHXCategory
Avg
Total Expense Ratio:% 1.61%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.39%
Max Deferred Sales Load:% 2.63%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$692
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,096
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,202
* Per $10,000 invested


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