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UMBMX Scout Mid Cap

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Fund UMBMX Scout Mid Cap IJH iShares Core S&P Mid-Cap IVOO Vanguard S&P Mid-Cap 400 ETF  
100% 91% 91%
Annual Fees
(1.04% Exp. Ratio)
(0.07% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$38,815.98 $52,011.16 $50,776.41
Est. savings over 30 yrs +$13,195.18 +$11,960.43
As of 9/30/16
1 YR RETURN 13.93%
3 YR 8.34%
5 YR 13.56%
10 YR --
1 YR RETURN 15.25%
3 YR 9.26%
5 YR 16.39%
10 YR 8.99%
1 YR RETURN 15.19%
3 YR 9.21%
5 YR 16.35%
10 YR --
The investment seeks long-term growth of capital. Under normal circumstances, at least 80% of the fund's net assets will be invested in mid cap equity securities. Mid cap equity securities are securities issued by companies that fall within the market capitalization range of the Russell Midcap® Index (the "index") at the time of purchase. It maintains a portfolio of investments diversified across companies and economic sectors.
The investment seeks to track the investment results of the S&P MidCap 400® (the "underlying index"), which measures the performance of the mid-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Index. The index measures the performance of mid-capitalization stocks in the United States. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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