| 34.30 Net Asset Value | -1.75% 1 Day | +2.85% Year-to-Date | Overall Morningstar Rating |
| Foreign large growth Style or Category | No Load Sales Expenses | 1.00% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -3.46% | 3 years | +11.58% | |
| 3 months | -0.06% | 5 years | +0.61% | |
| 1 year | +26.45% | Since inception | +8.84% |
| UMBWX | Category | |
|---|---|---|
| Performance 5-yr return | +0.61% | +0.50% |
| Expense ratio | 1.00% | 1.41% |
| Risk 5 year sharpe ratio | 0.14 | 0.08 |
| Net assets | $9.4B | $1.9B |
| Average market cap | $35.6B | $26.6B |
| Average P/E | 17.1 | 16.8 |
| Portfolio turnover | 20% | 20% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Scout |
| Fund manager & tenure | James Moffett / 19 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $100.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 21.89% |
| Financial service | 20.25% |
| Consumer goods | 17.27% |
| Energy | 9.05% |
| Healthcare | 7.83% |
| -- Sampo Oyj | 2.33% |
| PUK Prudential PLC ADR | 2.18% |
| HBC HSBC Holdings PLC ADR | 2.03% |
| -- Enbridge, Inc. | 1.71% |
| ADDYY Adidas AG ADR | 1.63% |
| -- Dassault Systemes SA | 1.62% |
| -- Industria De Diseno Textil SA | 1.62% |
| BCS Barclays PLC ADR | 1.55% |
| -- CSL Limited | 1.54% |
| -- Roche Holding AG | 1.54% |
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