Scout Investments

Performance

  • Strategies

Annualized Total Returns as of December 31, 2017

 
Strategies
YTD QTR 1 YR 3 YR 5 YR 7 YRS 10 YR 15 YR 20 YR Since
Inception
Inception
Date
 
 
Equity Strategies
24.68% 3.77% 24.68% 9.11% 7.49% 6.54% 4.37% 10.28% 8.09% 9.61% 9/30/1993
23.77% 3.58% 23.77% 8.31% 6.70% 5.74% 3.57% 9.43% 7.24% 8.75% 9/30/1993
MSCI EAFE Index
25.03% 4.23% 25.03% 7.80% 7.90% 6.04% 1.94% 8.11% 5.25% 5.46%
23.89% 4.40% 23.89% 8.87% 7.77% 6.63% 4.51% n/a n/a 8.48% 12/31/2003
22.99% 4.21% 22.99% 8.06% 6.97% 5.84% 3.73% n/a n/a 7.66% 12/31/2003
MSCI EAFE Index
25.03% 4.23% 25.03% 7.80% 7.90% 6.04% 1.94% n/a n/a 6.21%
25.28% 7.72% 25.28% 15.34% 17.57% 14.22% 12.29% n/a n/a 13.26% 12/31/2006
24.31% 7.51% 24.31% 14.43% 16.65% 13.32% 11.41% n/a n/a 12.37% 12/31/2006
Russell Midcap® Index
18.52% 6.07% 18.52% 9.58% 14.96% 12.76% 9.11% n/a n/a 8.79%
33.18% 6.52% 33.18% 15.57% 17.92% 14.92% 9.05% 12.50% n/a 10.92% 7/31/2001
32.08% 6.30% 32.08% 14.60% 16.94% 13.96% 8.15% 11.59% n/a 10.02% 7/31/2001
Russell 2000® Growth Index
22.17% 4.59% 22.17% 10.28% 15.21% 12.34% 9.19% 11.57% n/a 8.07%

Past performance is no guarantee of future results. All investments involve risk, including the possible loss of principal. Performance figures are in U.S. dollars and assume reinvestment of income and dividends for the entire period stated. Performance figures stated gross of fees do not reflect the deduction of management fees. Performance results of clients would be reduced by the firm’s management fees. For example, an account with a compounded annual total return of 10% would have increased by 159% over ten years. Assuming an annual management fee of 0.75%, this increase would be 142%. The firm’s management fees are detailed in its Form ADV Part 2A.

*Fees not entered into accounting system prior to 1994.

View glossary for index definitions. Keep in mind, the indices do not reflect management fees or transaction costs. It is not possible to invest directly in an unmanaged index.

The Low Duration Fixed Income Composite contains fully discretionary fixed income accounts and for comparison purposes is measured against the Merrill Lynch 1-3 Year Treasury Index as a general market indicator. Intermediate Fixed Income Composite contains fully discretionary fixed income accounts and for comparison purposes is measured against Barclays Intermediate U.S. Government/Credit Bond Index as a general market indicator. Core Fixed Income Composite contains fully discretionary fixed income accounts and for comparison purposes is measured against the Barclays U.S. Aggregate Bond Index as a general market indicator. Core Plus Fixed Income Composite contains fully discretionary fixed income accounts and for comparison purposes is measured against the Barclays U.S. Aggregate Bond Index as a general market indicator. Long Duration Fixed Income Composite contains fully discretionary fixed income accounts and for comparison purposes is measured against Barclays U.S. Long Government/Credit Bond Index as a general market indicator. Unconstrained Fixed Income Composite seeks to maximize risk-adjusted total return by systematically pursuing relative value opportunities throughout all sectors of the fixed income market, including investment grade and high yield credit, governments, agencies, mortgage backed, asset-backed, emerging market, and non-dollar securities. Given the relative value and “best ideas” strategy, the composite is not managed against a benchmark. The Scout International Composite includes portfolios that invest in companies with market capitalizations, at the time of purchase, similar to companies in the MSCI EAFE Index. The Scout International ADR Composite includes portfolios that invest in companies with market capitalizations, at the time of purchase, similar to companies in the MSCI EAFE Index. The Scout Emerging Markets Composite includes portfolios that invest in companies with market capitalizations, at the time of purchase, similar to companies in the MSCI Emerging Markets Index. The Scout Global Equity Composite includes portfolios that invest in companies of developed countries with market capitalizations, at the time of purchase, similar to companies in the MSCI World Index. The Scout Mid Cap Composite includes portfolios that invest in companies with market capitalizations, at the time of purchase, similar to companies in the Russell Midcap® Index. The Scout Small Cap Composite includes portfolios that invest in companies with market capitalizations, at the time of purchase, similar to companies in the Russell 2000® Index. It is not possible to invest directly in an unmanaged index.

Scout Investments claims compliance with the Global Investment Performance Standards (GIPS®). For a copy of a strategy’s GIPS presentation, click on the applicable strategy in the table above.

On December 1, 2010, Scout Investments, Inc. acquired the advisory business of Reams Asset Management Company, LLC. The performance provided prior to this date is based upon the Core Plus Fixed Income Composite, Core Fixed Income Composite, Intermediate Fixed Income Composite, Unconstrained Fixed Income Composite, Long Duration Fixed Income Composite and Low Duration Fixed Income Composite managed by Reams Asset Management Company, LLC. The portfolio managers and the investment objectives remain the same.

Reams Asset Management is a division of Scout Investments, Inc., a registered investment advisor that offers investment management services for both managed accounts and mutual funds. Scout Investments is a wholly owned subsidiary of UMB Financial Corporation. Employees of Scout Distributors receive referral fees and compensation for soliciting clients on behalf of Scout Investments, including the Reams Asset Management Division.

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