UMBHX Rating, Research - Scout Small Cap

Scout Small Cap (umbhx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 32

Threats + Weaknesses = 24

When strengths & opportunities substantially exceed threats & weaknesses an investment in the umbhx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Scout Small Cap (UMBHX) Description: UMBHX is a mutual fund, which is an investment that owns a basket of assets. The UMBHX mutual fund was provided by Scout and this investment vehicle derives the majority of its value from equity holdings (stocks). Scouts mutual fund has a medium management tenure and is in the average fund size classification. UMBHXs minimum initial investment amount is $1000 while the IRA minimum is $100. UMBHXs expense ratio is roughly 1%. The latest UMBHXs front end load was 0% and the back end load was 0%. The Scout Small Cap (UMBHX) mutual fund falls under the small growth category. UMBHX focuses its investments in USA and UMBHX is not affiliated with a particular industry or fund sector. The Scout Small Cap (UMBHX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find UMBHXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of UMBHXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities (see equity research) of small-capitalization companies with market capitalizations that are, at the time of purchase, within the range of the Russell 2000 Value Index. It may emphasize particular companies or market segments, such as financial services.

Management Analysis Update

Performance Analysis Update