Scout Investments


  • Strategies


Annualized Total Returns as of March 31, 2024

YTD QTR 1 YR 3 YR 5 YR 7 YRS 10 YR 15 YR 20 YR Since
Equity Strategies
13.39% 13.39% 26.38% 5.07% 11.50% 11.50% 10.90% 16.35% 0.00% 12.03% 12/31/2006
13.18% 13.18% 25.39% 4.24% 10.62% 10.62% 10.03% 15.44% 0.00% 11.14% 12/31/2006
Russell Midcap® Index
8.60% 8.60% 22.36% 6.07% 11.10% 10.58% 9.95% 14.92% 0.00% 9.16%
6.44% 6.44% 15.61% -2.86% 7.49% 10.39% 10.07% 13.95% 10.07% 9.88% 7/31/2001
6.22% 6.22% 14.65% -3.68% 6.59% 9.47% 9.15% 13.01% 9.17% 8.99% 7/31/2001
Russell 2000® Growth Index
7.58% 7.58% 20.34% -2.68% 7.38% 8.40% 7.89% 13.39% 8.38% 7.74%

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 Raymond James Investment Management, 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 or

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. The net figures shown above reflect the highest applicable management fees for Scout Mid Cap Equity of 0.80% and for Scout Small Cap Equity of 0.85% per annum. The firm's management fees are detailed in its Form ADV Part 2A.

London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2023. FTSE Russell is a trading name of certain of the LSE Group companies. Russell® is a trademark of the relevant LSE Group companies and is used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent.

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