Scout Small Cap Fund

Class No Load (UMBHX)
Scorecard
2 / 5 Stars
Lipper
1 1 2 4 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C+ (Hold)

#142 in Small Growth

U.S. News evaluated 215 Small Growth 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 28.26 percent over the past year, 14.26 percent over the past three years, 22.00 percent over the past five years, and 8.39 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.9%
1 Year 28.3%
3 Years (Annualized) 14.3%
5 Years (Annualized) 22.0%
10 Years (Annualized) 8.4%

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Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in equity securities of small cap companies located anywhere in the United States. The equity securities in which it invests include common stocks, depositary receipts, preferred stocks, convertible securities, warrants and other rights, and real estate investment trusts ("REITs"). The fund will invest primarily in securities of U.S. companies, but may invest up to 10% 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 Above Average compared to funds in the same category.
Scout Small Cap Fund has an expense ratio of 1.13 percent.

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Risk

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

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