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  •  Dow Down 0.49% Nasdaq Down 0.19%

    Scout Small Cap (UMBHX)

    25.80 Down 0.31(1.19%) Mar 3
    Prev Close:25.80
    YTD Return*:-3.00%
    Net Assets*:237.73M
    Yield*:N/A

    * As of 31-Jan-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for UMBHX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CBRL3.34-5.51
    JKHY3.18-0.31
    AKRX2.9918.87
    JCOM2.97-6.79
    TMH2.74-9.72

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:237.73M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.12%

    Performance & Risk

    YTD Return:-3.00%
    5y Avg Return:15.24%
    Rank in Category (ytd):53
    % Rank in Category (ytd):6.92%
    Beta (3y):1.14
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth of capital. Under normal circumstances, at least 80% of the fund's net assets in equity securities (mostly common stocks) of small cap companies located anywhere in the United States. Small cap companies are those that fall within the market capitalization range of the Russell 2000® Growth Index (the "index") at the time of purchase. The equity securities in which the fund invests include common stocks, depositary receipts, preferred stocks, convertible securities, warrants and other rights, and real estate investment trusts ("REITs"). View More
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