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Scout International (UMBWX) Fund Ranking and Research

Ranking, Research and Recommendation of Scout International (UMBWX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Scout International Fund (UMBWX) ManagerFund Manager - Angel M. Lupercio

Fund Manager Information

Fund Manager Tenure: 2.9 years
Fund Family: Scout
Fund Category: Foreign Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
Honorable Mentioning: US News (2011), Lipper Awards (2011),

 

Graph of Scout International Fund (UMBWX) ProfileScout International Fund (UMBWX) Profile

Fund Profile and Description

Scout International Fund seeks long-term growth of capital and income. Scout International Fund normally invests at least 80% of net assets in equity securities 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. Scout International Fund may also invest a portion of net assets (up to 20%) in preferred stocks, high-grade bonds, fixed-income securities convertible into common stocks, or other investments, including cash and money market securities.

 

Scout International (UMBWX) Fund Strength What we like about Scout International (UMBWX) Fund

Data for Scout International Fund (UMBWX) as of May 30, 2016

  • Scout International Fund (UMBWX) ratio of up-years vs down years is greater than 2
  • Scout International Fund (UMBWX) has an annual stock turnover rate of 17.00% vs Foreign Large Growth average of 52.29%. It is good that Scout International management does not trade extensively for its return.
  • Scout International Fund (UMBWX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.41, lower than category average of 12.66
  • Scout International Fund (UMBWX) has a lower expense ratio than its Foreign Large Growth average: 1.02% vs 1.30%
  • Scout International Fund (UMBWX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Scout International Fund (UMBWX) Weakness What we are cautious about Scout International (UMBWX) Fund

Data for Scout International Fund (UMBWX) as of May 30, 2016

  • Scout International Fund (UMBWX) management has been with Scout International Fund for only 2.9 years, it is hard to judge manager's ability based on this fund's operation record
  • Scout International Fund (UMBWX) has a less-than-ideal short-term performance (1-year return -8.61% vs -7.92% Foreign Large Growth category median performance)
  • Scout International Fund (UMBWX) has a less-than-ideal mid-term performance (3-year return 0.70% vs 2.71% Foreign Large Growth category median performance)
  • Scout International Fund (UMBWX) has a less-than-ideal Long-term performance (5-year return 1.30% vs 2.51% Foreign Large Growth category median performance)
  • Scout International Fund (UMBWX) has a Morningstar rating of 3 and below
  • Scout International Fund (UMBWX) does not have a good risk adjusted return as its 3-year Alpha of 0.48 is worse than category average of 2.16, and its 3-year Sharpe ratio is 0.11
See Scout International Fund (UMBWX) performance details as of May 30, 2016

 

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Compare Scout International Fund (UMBWX)Compare with other top Foreign Large Growth category mutual funds

Aadditional top Foreign Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Scout International2.80-8.610.701.30
Fidelity Series International Growth F (FFIGX)0.51-4.945.284.99Compare
JOHCM International Select II (JOHAX)2.19-15.166.895.85Compare
Invesco International Growth R5 (AIEVX)1.69-6.914.253.48Compare

See top fund managers for Foreign Large Growth Category Funds

 

Compare Scout International Fund (UMBWX)Compare with Foreign Large Growth category ETFs

Some Foreign Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares WCM/BNY MlnFcsd GR ADR ETF (AADR)000
iShares MSCI EAFE Growth (EFG)000
WisdomTree Global ex-US Dividend Gr ETF (DNL)000

 

Graph of Scout International Fund (UMBWX) Net Asset TrackingScout International (UMBWX) Fund Net Asset

Track net asset change of Scout International fund (UMBWX)

DateNet Asset
05/2016$1.60B
03/2016$1.92B
02/2016$1.91B
More historic net asset information on Scout International Fund (UMBWX)

  

Graph of Scout International Fund (UMBWX) Portfolio TrackingScout International (UMBWX) Fund Portfolio Allocation

Track portfolio allocation change of Scout International fund (UMBWX)

DateCashStockBondOther
04/20160.14%97.45%0%2.41%
02/20162%97.48%0%0.52%
01/20160%98.52%0%1.48%
Click here to see more historic asset allocation information on Scout International Fund (UMBWX)

 

graph of Scout International Fund (UMBWX) Top 10 Position TrackingTop 10 Holdings in Scout International (UMBWX) Fund

Discover what Scout International Fund (UMBWX) manager is buying

Apr 29, 2016
Credicorp Ltd. Common Stock [2.34%]
MEGA URANIUM LTD. [2.22%]
AFLAC Incorporated Common Stock [1.96%]
IMPERIAL OIL [1.92%]
Basf SE [1.91%]
Volkswagen AG [1.89%]
ORIX CORPORATION [1.81%]
Siemens AG [1.74%]
Prudential PLC ADR [1.72%]
BanColombia S.A. Common Stock [1.71%]

Feb 28, 2016
MEGA URANIUM LTD. [2.21%]
Credicorp Ltd. Common Stock [2.04%]
IMPERIAL OIL [2%]
FUJI HEAVY INDS LTD [1.94%]
AFLAC Incorporated Common Stock [1.83%]
Munchener Ruckversicherungs-Gesellschaft AG [1.71%]
ORIX CORPORATION [1.7%]
Siemens AG [1.67%]
Prudential PLC ADR [1.64%]
Volkswagen AG [1.64%]

Jan 30, 2016
Siemens AG [2.09%]
KUBOTA CORP [2%]
Credicorp Ltd. Common Stock [1.99%]
Munchener Ruck AG [1.94%]
IMPERIAL OIL [1.94%]
FUJI HEAVY INDS LTD [1.91%]
MEGA URANIUM LTD. [1.83%]
BanColombia S.A. Common Stock [1.79%]
Henkel AG & Co KGaA ADR [1.75%]
AFLAC Incorporated Common Stock [1.75%]
Click here for Stock Holding Change Map in Scout International Fund (UMBWX)

  

Latest News on Scout International (UMBWX) Fund

See what is happening with Scout International Fund (UMBWX)

 

Scout International Fund (UMBWX) Related ResourcesSee more information on Scout International (UMBWX) Fund

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