Scout Mid Cap Fund

Class Other (UMBMX)
Scorecard
5 / 5 Stars
Lipper
5 4 4 4 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

#13 in Mid-Cap Blend

U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 33.10 percent over the past year, 14.26 percent over the past three years, and 28.34 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 4.1%
1 Year 33.1%
3 Years (Annualized) 14.3%
5 Years (Annualized) 28.3%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. The fund invests primarily in common stocks of mid cap companies. It normally invests at least 80% of its assets in mid cap equity securities. 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"). It will invest primarily in securities of U.S. companies, but may invest up to 20% of the portfolio in foreign companies, including those located in developing countries or emerging markets; American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs").

Fees

Fees are Low compared to funds in the same category.
Scout Mid Cap Fund has an expense ratio of 1.07 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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