UMBWX Rating, Research - Scout International

Scout International (umbwx)

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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 = 43

Threats + Weaknesses = 31

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

Fund Management Team

Fund Description Update

Scout International (UMBWX) Description: UMBWX is a mutual fund, which is an investment that owns a basket of assets. The UMBWX 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 long management tenure and is in the large fund size classification. UMBWXs minimum initial investment amount is $1000 while the IRA minimum is $100. UMBWXs expense ratio is roughly 1%. The latest UMBWXs front end load was 0% and the back end load was 0%. The Scout International (UMBWX) mutual fund falls under the foreign large-cap growth category. UMBWX focuses its investments in EU and Japan and UMBWX is not affiliated with a particular industry or fund sector. The Scout International (UMBWX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find UMBWXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of UMBWXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital and income. The fund normally invests at least 80% of net assets in equity securities (see equity research) of established companies either located outside the United States or whose primary business is carried on outside the United States. It may invest more than 25% of net assets in any one country. The fund may also invest a portion of net assets (up to 20%) in preferred stocks (see stock research), high-grade bonds, fixed-income securities convertible into common stocks (see stock research), or other investments, including cash and money market securities.

Management Analysis Update

Scout International's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update