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Analyze the Fund Carillon Scout Mid Cap Fund Class I having Symbol UMBMX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.
The Scout Mid Cap Fund seeks long-term growth of capital while aiming to consistently outperform the Russell Midcap ® Index throughout a full market cycle (three to five years) with less than commensurate risk.
Under normal circumstances, at least 80% of the fund’s net assets will be invested in mid cap equity securities. The fund’s 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 ...
Morningstar's evaluation of this fund's process seeks to understand management's investment philosophy, and whether it has been applied consistently over time and can add value across the...
26 kwi 2024 · Carillon Scout Mid Cap Fund Class I (UMBMX) - Find objective, share price, performance, expense ratio, holding, and risk details.
8 lis 2024 · 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.
18 lis 2024 · The Fund seeks long-term growth of capital by investing primarily in common stocks of mid-cap companies. The Fund will invest at least 80% of the net assets (plus the amount of any...
