Mutual Fund Insights: Scout International Fund (UMBWX)

In-depth Analysis of Scout International Fund (UMBWX)

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See Scout International Fund (UMBWX) performance details as of January 31, 2010

  

Last Trade: $29.65 on 3/12/2010, Change: +0.13 (0.44%)

  

Fund Manager - James L. Moffett

Fund Manager Tenure: 16.5 years
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)

Moffett currently serves as chairman with UMB Bank, which he joined when it acquired Commercial National Bank, his employer since 1979. He served as the lead portfolio manager of the Scout International Fund since 1993 and of the Scout Stock Fund since May 1999. He has over 40 years investment management experience.  Get more insights on James L. Moffett

  

 What we like about Scout International Fund (UMBWX)

Data for Scout International Fund (UMBWX) as of January 31, 2010

• Scout International Fund (UMBWX) management has been with Scout International Fund for 16.5 years
• Scout International Fund (UMBWX) has good short-term performance (1-year return 44.05% vs 39.71% Foreign Large Blend category average)
• Scout International Fund (UMBWX) has good mid-term performance (3-year return -2.15% vs -8.06% Foreign Large Blend category average)
• Scout International Fund (UMBWX) has good Long-term performance (5-year return 6.94% vs 2.90% Foreign Large Blend category average)
• Scout International Fund (UMBWX) ratio of up-years vs down years is greater than 2
• Scout International Fund (UMBWX) has a Morningstar rating of 4 and above
• Scout International Fund (UMBWX) has an annual stock turnover rate of 16.00% vs Foreign Large Blend average of 98.31%. 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 22.7, lower than category average of 24.9
• Scout International Fund (UMBWX) has a lower management fee than its Foreign Large Blend average: 1.02% vs 1.40%
• Scout International Fund (UMBWX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Scout International Fund (UMBWX)

Data for Scout International Fund (UMBWX) as of January 31, 2010

See Scout International Fund (UMBWX) performance details as of January 31, 2010

  

  

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Scout International Fund (UMBWX) Net Asset

Track net asset change of Scout International fund (UMBWX)

Date	Net Asset
01/2010	$4.91B
11/2009	$4.72B
10/2009	$4.38B

More historic net asset information on Scout International Fund (UMBWX)

  

Scout International Fund (UMBWX) Portfolio Allocation

Track portfolio allocation change of Scout International fund (UMBWX)

Date	Cash	Stock	Bond	Other
09/2009	3.28%	96.71%	0%	0%
06/2009	0.29%	95.52%	4.19%	0%
03/2009	11.96%	87.91%	0%	0.13%

Click here to see more historic asset allocation information on Scout International Fund (UMBWX)

  

Most Recent Top 10 Holdings in Scout International Fund (UMBWX)

Discover what Scout International Fund (UMBWX) manager is buying

30-Sep-09 HSBC HLDGS PLC ADS [1.83%] Coca-Cola Hellenic Bottling Company S.A. [1.66%] PRUDENTIAL PLC SC [1.65%] COMP DE BEBA AM ADS [1.64%] Australia & New Zealand Banking ADR [1.62%] TORONTO DOMINION [1.58%] Sampo Plc A [1.52%] METTLER TOLEDO INTL [1.48%] ING GROUP NV ADS [1.48%] ABB LTD [1.48%]

30-Jun-09 FFCB [2.25%] FHLBA [1.94%] Teva Pharmaceutical Industries [1.79%] COMP DE BEBA AM ADS [1.69%] Coca-Cola Hellenic Bottling Company S.A. [1.68%] HSBC HLDGS PLC ADS [1.66%] METTLER TOLEDO INTL [1.65%] TORONTO DOMINION [1.57%] Terumo Corp. [1.54%] Hennes & Mauritz AB [1.53%]

31-Mar-09 Teva Pharmaceutical Industries [2.1%] Terumo Corp. [1.67%] CSL Limited [1.64%] Companhia de Bebidas das Americ [1.6%] ABB Ltd [1.53%] Telefonica, S.A. [1.52%] Coca-Cola Hellenic Bottling [1.51%] Taiwan Semiconductor Manufactur [1.48%] BHP Billiton Ltd. [1.45%] Synthes Inc. [1.42%]

Click here for Stock Holding Change Map in Scout International Fund (UMBWX)

  

Related books and products to Scout International Fund (UMBWX)

  

Latest News on Scout International (UMBWX)

See what is happening with Scout International Fund (UMBWX)

Access emerging markets by investing in multinationals (Fortune) Award-Winning Funds: Foreign (at SmartMoney.com) [video] Top International Stocks (at TheStreet.com) [video] Stock Wrap: The Real Story, February 2 (at TheStreet.com) See more news on Scout International Fund (UMBWX)

 

Books and Resources

 

 

See more information on Scout International Fund (UMBWX)

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