This material is provided for informational purposes only and contains no investment advice or recommendations to buy, sell or hold any specific securities. You should not interpret the statements in this material as investment, tax, legal, or financial planning advice. All investments involve risk, including the possible loss of principal. Past performance does not guarantee or indicate future results. There is no assurance the investment strategy will meet its investment objective. Graphs or other illustrations, if included, are provided for illustrative purposes only and not intended as a recommendation to buy or sell securities displaying similar characteristics. Scout Investments, and its fixed income division Reams Asset Management, is a wholly owned subsidiary of Carillon Tower Advisers, which in turn is a wholly owned subsidiary of Raymond James Financial, Inc. Neither Scout Investments, its affiliates, directors, officers, employees nor agents accept any liability for any loss or damage arising out of your use of all or any part of this material. Additional information is available at www.scoutinv.com or www.reamsasset.com.
There is no assurance the portfolio will meet its investment objectives. 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.
View the glossary for definitions of terms.