The Scout Funds are a proprietary family of mutual funds managed by Scout Investment Advisors, Inc.
The unique strategy of each Scout Fund allows you to customize a portfolio that reflects your investment style.
| Fund | Investment Objective | Morningstar Rating* | Lipper Leaders** |
|---|---|---|---|
| * Overall Morningstar RatingTM (based on risk-adjusted performance as of July 31, 2010) | |||
**
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| † An investment in the Fund is not a deposit in UMB Bank, n.a. or its affiliates and is not insured or guaranteed by the Federal Deposit Insurance Corp. or any other government agency. Although the Fund seeks to preserve the value of your investment at $1 per share, it is possible to lose money by investing in the Fund. | |||
| Equity Funds | |||
| International
(UMBWX) |
Long-term growth of capital and income. | ![]() ![]() ![]() ![]() ![]() Rated against 209 foreign large growth funds |
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| Stock
(UMBSX) |
Long-term growth of capital and income. | ![]() ![]() ![]() ![]() ![]() Rated against 1,511 large growth funds |
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|
Mid Cap
|
Long-term growth of capital. | ![]() ![]() ![]() ![]() ![]() Rated against 363 Mid-Cap blend funds |
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| Small Cap
(UMBHX) |
Long-term growth of capital. | ![]() ![]() ![]() ![]() Rated against 663 small growth funds |
N/A |
|
Scout TrendStar Small Cap
|
Long-term growth of capital. | ![]() ![]() Rated against 663 small growth funds |
N/A |
| International Discovery
(UMBDX) |
Long-term growth of capital. | N/A | N/A |
| Bond Fund | |||
| Bond
(UMBBX) |
Maximum current income consistent with quality and maturity standards. | ![]() ![]() ![]() ![]() Rated against 398 short-term bond funds |
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| Money Market Funds | |||
| Money Market — Federal
(UMFXX) |
Maximum income consistent with safety of principal and liquidity.† | N/A | N/A |
| Money Market — Prime
(UMPXX) |
Maximum income consistent with safety of principal and liquidity.† | N/A | N/A |
| Tax-Free Money Market
(UMTXX) |
Highest level of income exempt from federal income tax, consistent with quality and maturity standards.† | N/A | N/A |