UMB Scout Small Cap
803 W. Michigan St Suite A Milwaukee WI 53233
Map
Phone: 800-996-2862
| Category: | Small Growth | | Fund Family: | Scout | | Net Assets: | 666.27M | | Year-to-Date Return: | -10.54% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Nov-86 |
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Jason Votruba
Lead Manager since
01-Jan-02 | | | Votruba is a portfolio manager for UMB. Votruba joined UMB and Scout Investment Advisors in 2002. Previously, he provided investment advice at George K. Baum & Company from 2000-2001, where he was an analyst within the Equity Research and Investment Banking divisions, and Commerce Bank from 1998-2000. Votruba is a member of the Kansas City Society of Financial Analysts and the CFA Institute. Votruba holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets in equity securities (mostly common stocks) of small-cap companies located anywhere in the United States. Small-cap companies are those with a market capitalization of $2.5 billion or less at the time of purchase. |
| Last Dividend
(20-Dec-02):
| 0.01 | | Last Cap Gain
(14-Dec-07):
| 1.40 | | Annual Holdings Turnover
| 207.00% | | Average for Category:
| 113.59% |
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| Expense | UMBHX | Category
Avg | | Total Expense Ratio: | 1.02%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.65% | | 3 Yr Expense Projection*: |
$325 | $692 | | 5 Yr Expense Projection*: |
$563 | $1,095 | | 10 Yr Expense Projection*: |
$1,248 | $2,169 |
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1.47% Nasdaq 
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