Carillon Scout Small Cap Fund (UMBHX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with UMBHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UMBHX
UMBHX charges 0.90% annually. There are 39 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | UMBHX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | UMBHX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | UMBHX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | UMBHX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | UMBHX vs VISGX |
Best Risk-Adjusted Alternatives to UMBHX
Among 165 mutual funds in the Small Cap Growth Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | UMBHX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 90 | — | Nov 2013 | UMBHX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | UMBHX vs DSCIX | |
| Needham Small Cap Growth Fund | 90 | — | May 2002 | UMBHX vs NESGX | |
| Hood River Small-Cap Growth Fund | 88 | — | Jan 2003 | UMBHX vs HRSMX |
Top Performing UMBHX Alternatives (YTD)
Among 165 mutual funds in the Small Cap Growth Equities category with YTD return data, the top-performing alternatives shown here go as high as 71.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 71.25% | — | Dec 2016 | UMBHX vs NESIX | |
| Needham Small Cap Growth Fund | 70.70% | — | May 2002 | UMBHX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 50.79% | — | Dec 2016 | UMBHX vs NEAIX | |
| Needham Aggressive Growth Fund | 50.50% | — | Sep 2001 | UMBHX vs NEAGX | |
| Oberweis Micro Cap Fund | 46.88% | — | Dec 1995 | UMBHX vs OBMCX |
Lowest Volatility Alternatives to UMBHX
UMBHX has 31.56% 1-year volatility. There are 163 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | UMBHX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | UMBHX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.29% | — | Jan 1997 | UMBHX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.35% | — | Sep 1997 | UMBHX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | UMBHX vs NBGNX |
Lowest Drawdown Alternatives to UMBHX
Among 165 mutual funds in the Small Cap Growth Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | UMBHX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | UMBHX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | UMBHX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | UMBHX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | UMBHX vs RFIMX |
Other Mutual Funds from Carillon Family of Funds
The 10 most viewed Carillon Family of Funds mutual funds shown here include HRCPX, BERIX, UMBMX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 35 | 7.53% | — | Dec 1985 | UMBHX vs HRCPX | |
| Chartwell Income Fund | Diversified Portfolio | 67 | 2.51% | — | Sep 1987 | UMBHX vs BERIX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 50 | 14.20% | — | Oct 2006 | UMBHX vs UMBMX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 85 | 20.52% | — | Feb 2013 | UMBHX vs EISIX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 7 | 9.21% | — | Aug 1998 | UMBHX vs HAGAX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 41 | 1.06% | — | Sep 2011 | UMBHX vs SUBFX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | 1.84% | — | Jul 2014 | UMBHX vs CWFIX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 28 | 0.77% | — | Nov 1996 | UMBHX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 60 | 10.05% | — | Dec 1986 | UMBHX vs HRCVX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 81 | 31.17% | — | Jun 2017 | UMBHX vs CWSGX |
Often Compared With UMBHX
Investors most often compare UMBHX with ISCGX, GSXIX, JANIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare UMBHX with Any Fund or Stock
Compare UMBHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UMBHX with funds that move differently
Carillon Scout Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UMBHX.
Explore UMBHX Diversifiers