Scout Mid is trading at 25.16 as of the 19th of July 2025; that is 0.16 percent increase since the beginning of the trading day. The fund's open price was 25.12. Scout Mid has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in mid cap equity securities. The funds portfolio managers consider mid-capitalization companies to be those companies that, at the time of initial purchase, have market capitalizations greater than 1 billion and equal to or less than the largest company in the Russell Midcap Index during the most recent 12-month period. More on Scout Mid Cap
Scout Mid Cap [UMBMX] is traded in USA and was established 19th of July 2025. Scout Mid is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Carillon Family of Funds family. This fund at this time has accumulated 3.63 B in net assets with minimum initial investment of 10 K. Scout Mid Cap is currently producing year-to-date (YTD) return of 6.69% with the current yeild of 0.0%, while the total return for the last 3 years was 14.05%.
Check Scout Mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Scout Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Scout Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Scout Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Scout Mutual Fund
Scout Mid financial ratios help investors to determine whether Scout Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Scout with respect to the benefits of owning Scout Mid security.