Scout Investments

Symbol

UMBWX

Morningstar Category

Foreign Large Blend

Total Net Assets
as of 9/30/2016

$1.43B

CUSIP

81063U503

Inception Date

09.14.93

Fund Summary

The Scout International Fund normally pursues its objective of long-term growth of capital and income by investing in a diversified portfolio consisting primarily of equity securities of established companies either located outside of the United States or whose primary business is carried on outside the United States. The Fund normally invests at least 80% of its net assets in equity securities, which include common stocks and depository receipts (receipts typically issued by banks or trust companies representing ownership interests of securities issued by foreign companies). 

Ratings

Overall Morningstar Rating

MorningstarMorningstarMorningstarMorningstar
1(based on risk-adjusted performance against 621 Foreign Large Blend Funds as of November 30, 2016)

Morningstar Neutral
On April 8, 2015, after a thorough evaluation of its process, performance, people, parent and price, Morningstar bestowed a Neutral rating upon the Scout International Fund.


Portfolio Managers


1 MORNINGSTAR RATING:
The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

As of Nov. 30, 2016, the Scout International Fund received the following star ratings among U.S. domiciled Foreign Large Blend Funds for the following time periods: 3 stars (among 621 funds) for the 3 year, 3 stars (among 551 funds) for the 5 year and 4 stars (among 332 funds) for the 10 year periods.The Fund may have experienced negative performance during one or more of the time periods represented by the Morningstar Analyst rating shown.

© 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. The Morningstar Rating may differ among share classes of a mutual fund as a result of different sales loads and/or expense structures. It may be based, in part, on the performance of a predecessor Fund.

2 MORNINGSTAR ANALYST RATING:
The Morningstar Analyst RatingTM is not a credit or risk rating.  It is a subjective evaluation performed by the manager research analysts of Morningstar.  Morningstar evaluates funds based on five key pillars, which are process, performance, people, parent, and price.  Analysts use this five pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark, or in the case of exchange-traded funds and index mutual funds, a relevant peer group, over the long term on a risk-adjusted basis.  They consider quantitative and qualitative factors in their research, and the weight of each pillar may vary.  The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflects an analyst’s conviction in a fund’s prospects for outperformance. Analyst Ratings are continuously monitored and reevaluated at least every 14 months. 

For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go to http://corporate1.morningstar.com/AnalystRating/.

The Morningstar Analyst Rating should not be used as the sole basis in evaluating a fund.  Morningstar Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly from what we expected.




The Fund may have experienced negative performance during one or more of the time periods represented by the Lipper rating shown.


International risk considerations: Foreign investments present additional risks due to currency fluctuations, economic and political factors, government regulations, differences in accounting standards and other factors. Investments in emerging markets involve even greater risks.

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