Scout Small Cap Fund Quote
| UMBHX Fund | USD 29.74 0.49 1.68% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Scout Small is trading at 29.74 as of the 30th of January 2025; that is 1.68 percent increase since the beginning of the trading day. The fund's open price was 29.25. Scout Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. Click here to learn more.
The fund pursues its objective by investing, under normal circumstances, at least 80 percent of its net assets in equity securities of small-capitalization companies located anywhere in the United States. The funds portfolio managers consider small-capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000 Growth Index during the most recent 12-month period.. More on Scout Small Cap
Moving together with Scout Mutual Fund
Scout Mutual Fund Highlights
| Thematic Idea | Small Growth Funds (View all Themes) |
| Fund Concentration | Carillon Family of Funds, Large Funds, Small Growth Funds, Small Growth Funds, Small Growth, Carillon Family of Funds, Large, Small Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Scout Small Cap [UMBHX] is traded in USA and was established 30th of January 2025. Scout Small is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Carillon Family of Funds family. The entity is thematically classified as Small Growth Funds. This fund at this time has accumulated 268.57 M in net assets with minimum initial investment of 10 K. Scout Small Cap is currently producing year-to-date (YTD) return of 5.8%, while the total return for the last 3 years was 6.54%.
Check Scout Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Scout Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Scout Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Scout Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Scout Small Cap Mutual Fund Constituents
| ICUI | ICU Medical | Stock | Health Care | |
| TDY | Teledyne Technologies Incorporated | Stock | Industrials | |
| BRKR | Bruker | Stock | Health Care | |
| MNRO | Monro Muffler Brake | Stock | Consumer Discretionary | |
| MEDP | Medpace Holdings | Stock | Health Care | |
| MOH | Molina Healthcare | Stock | Health Care | |
| THO | Thor Industries | Stock | Consumer Discretionary | |
| IBP | Installed Building Products | Stock | Consumer Discretionary |
Scout Small Cap Risk Profiles
| Mean Deviation | 1.23 | |||
| Standard Deviation | 2.04 | |||
| Variance | 4.16 | |||
| Risk Adjusted Performance | (0.04) |
Scout Small Against Markets
Other Information on Investing in Scout Mutual Fund
Scout Small financial ratios help investors to determine whether Scout Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Scout with respect to the benefits of owning Scout Small security.
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