Mutual Fund Insights: Scout Mid Cap Fund (UMBMX)

In-depth Analysis of Scout Mid Cap Fund (UMBMX)

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See Scout Mid Cap Fund (UMBMX) performance details as of January 31, 2010

  

Last Trade: $11.51 on 3/19/2010, Change: -0.07 (-0.6%)

Experiment our closing price forecasting tool for Scout Mid Cap Fund (UMBMX) (alpha release)

  

Fund Manager - Patrick Dunkerley

Fund Manager Tenure: 3.4 years
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)

Dunkerley is portfolio manger with UMB and the Scout Investment Advisors, Inc. He has more than 15years investment experience. Prior to joining the firm in 2006, he served as an assistant portfolio manager and subsequently as chief investment officer and as a lead portfolio manager. Dunkerley holds the Chartered Financial Analyst designation.  Get more insights on Patrick Dunkerley

  

 What we like about Scout Mid Cap Fund (UMBMX)

Data for Scout Mid Cap Fund (UMBMX) as of January 31, 2010

• Scout Mid Cap Fund (UMBMX) management has been with Scout Mid Cap Fund for 3.4 years
• Scout Mid Cap Fund (UMBMX) has good short-term performance (1-year return 54.95% vs 42.02% Mid-Cap Blend category average)
• Scout Mid Cap Fund (UMBMX) has good mid-term performance (3-year return 3.33% vs -6.52% Mid-Cap Blend category average)
• Scout Mid Cap Fund (UMBMX) has a Morningstar rating of 4 and above
• Scout Mid Cap Fund (UMBMX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.4, lower than category average of 24.11
• Scout Mid Cap Fund (UMBMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Scout Mid Cap Fund (UMBMX)

Data for Scout Mid Cap Fund (UMBMX) as of January 31, 2010

• Scout Mid Cap Fund (UMBMX) ratio of up-years vs down years can be improved
• Scout Mid Cap Fund (UMBMX) has an annual stock turnover rate of 360.00% that is higher than the Mid-Cap Blend average of 91.38%. This could mean Scout Mid Cap is more nimble, but also signal potential high tax impact and high trading fees
• Scout Mid Cap Fund (UMBMX) has a higher management fee of 1.42% than its Mid-Cap Blend average of 1.38%

See Scout Mid Cap Fund (UMBMX) performance details as of January 31, 2010

  

  

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Scout Mid Cap Fund (UMBMX) Net Asset

Track net asset change of Scout Mid Cap fund (UMBMX)

Date	Net Asset
01/2010	$109.56M
11/2009	$84.50M
10/2009	$75.33M

More historic net asset information on Scout Mid Cap Fund (UMBMX)

  

Scout Mid Cap Fund (UMBMX) Portfolio Allocation

Track portfolio allocation change of Scout Mid Cap fund (UMBMX)

Date	Cash	Stock	Bond	Other
09/2009	1.26%	98.74%	0%	0%
06/2009	0%	98.55%	1.45%	0%
03/2009	1.24%	98.76%	0%	0%

Click here to see more historic asset allocation information on Scout Mid Cap Fund (UMBMX)

  

Most Recent Top 10 Holdings in Scout Mid Cap Fund (UMBMX)

Discover what Scout Mid Cap Fund (UMBMX) manager is buying

30-Sep-09 Lam Research Corporation [4.33%] CIMAREX ENERGY CO [4.31%] AVNET INC [3.59%] HOST HOTELS & RESORT [2.94%] CLIFFS NATURAL [2.93%] PARKER HANNIFIN CP [2.59%] CARNIVAL CORP [2.44%] FRANKLIN RES INC [2.41%] ALLEGHENY TECH NEW [2.4%] TEREX CP [2.35%]

30-Jun-09 BECTON DICKINSON CO [4.16%] AVNET INC [3.71%] HOST HOTELS & RESORT [3.49%] CIMAREX ENERGY CO [3.4%] BARD C R INC [3.27%] NEXEN INC [3.08%] FRANKLIN RES INC [2.91%] COMPUTER SCIENCES CP [2.79%] WESTAR ENERGY INC [2.63%] Lam Research Corporation [2.55%]

31-Mar-09 MASCO CP [3.72%] JOHNSON CONTROLS INC [3.18%] COMPUTER SCIENCES CP [2.88%] BARD C R INC [2.73%] AGNICO EAGLE MINES [2.66%] CHUBB CP THE [2.65%] FRANKLIN RES INC [2.61%] GEN MILLS INC [2.57%] AVNET INC [2.56%] NEXEN INC [2.4%]

Click here for Stock Holding Change Map in Scout Mid Cap Fund (UMBMX)

  

Related books and products to Scout Mid Cap Fund (UMBMX)

  

Latest News on Scout Mid Cap (UMBMX)

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Books and Resources

 

 

See more information on Scout Mid Cap Fund (UMBMX)

• Scout Mid Cap Fund Insights
• Scout Mid Cap Fund Performance Data
• Scout Mid Cap Fund News
• Scout Mid Cap Fund Score Explaination
• Scout Mid Cap Fund Manager Information
• Historic Scout Mid Cap Fund Asset Allocation Report
• Historic Scout Mid Cap Fund Top 10 Holding Tracking
• Historic Scout Mid Cap Fund Asset Under Management Tracking