Scout Mid Cap Fund Quote

UMBMX Fund  USD 22.73  0.34  1.52%   

Performance

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Weak
 
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Odds Of Distress

Low

 
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Low
Scout Mid is trading at 22.73 as of the 18th of March 2025; that is 1.52 percent increase since the beginning of the trading day. The fund's open price was 22.39. Scout Mid 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 18th of December 2024 and ending today, the 18th of March 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in mid cap equity securities. The funds portfolio managers consider mid-capitalization companies to be those companies that, at the time of initial purchase, have market capitalizations greater than 1 billion and equal to or less than the largest company in the Russell Midcap Index during the most recent 12-month period. More on Scout Mid Cap

Moving together with Scout Mutual Fund

  0.98HIGCX Eagle Growth IncomePairCorr

Moving against Scout Mutual Fund

  0.56CWFRX Carillon Chartwell ShortPairCorr
  0.53CWFAX Chartwell Short DurationPairCorr
  0.52CWFIX Chartwell Short DurationPairCorr
  0.47CWFCX Carillon Chartwell ShortPairCorr
  0.44BERSX Carillon Chartwell RealPairCorr
  0.38BERIX Berwyn IncomePairCorr

Scout Mutual Fund Highlights

Fund ConcentrationCarillon Family of Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Carillon Family of Funds, Large, Mid-Cap Blend (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Scout Mid Cap [UMBMX] is traded in USA and was established 18th of March 2025. Scout Mid is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Carillon Family of Funds family. This fund at this time has accumulated 3.63 B in net assets with minimum initial investment of 10 K. Scout Mid Cap is currently producing year-to-date (YTD) return of 2.33% with the current yeild of 0.0%, while the total return for the last 3 years was 6.08%.
Check Scout Mid 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 Mid 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 Mid Cap Mutual Fund Constituents

KEYSKeysight TechnologiesStockInformation Technology
HSTHost Hotels ResortsStockReal Estate
URIUnited RentalsStockIndustrials
COLDAmericold Realty TrustStockReal Estate
GNRCGenerac HoldingsStockIndustrials
BROBrown BrownStockFinancials
STISolidion TechnologyStockIndustrials
DARDarling IngredientsStockConsumer Staples
More Details

Scout Mid Cap Risk Profiles

Scout Mid Against Markets

Other Information on Investing in Scout Mutual Fund

Scout Mid 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 Mid security.
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