UMB Scout Small Cap UMBHX
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average rating: 2.66 / 3 ratings
DESCRIPTION:
Date updated:06-11-2008
This fund has a Morningstar rating of 5 stars and is run by Adrianne Valkar. Valkar is a portfolio manager for UMB. Valkar joined UMB Bank in 1994 and the Scout Investment Advisors, Inc. in 2001. She is a member of the American Business Women’s Association.
UMB Scout Small Cap Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term growth of capital. The Fund invests at least 80% of its net assets in equity securities of smaller companies located anywhere in the United States, seeking out undervalued companies that show promise of long-term growth of capital and dividend income.
Current Returns:
1-Year: 15.25%
3-Year: 14.72%
5-Year: 18.27%
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