Scout Investments

Annualized Total Returns as of 6/30/2024

  QTR 1 YR 3 YR 5 YR 10 YR Since Inception Inception Date  
Scout Small Cap Equity Composite - Gross 2.32% 11.19% -2.73% 7.35% 10.15% 10.07% 7/31/2001
Scout Small Cap Equity Composite - Net 2.11% 10.26% -3.55% 6.44% 9.22% 9.17% 7/31/2001
Russell 2000® Growth Index -2.92% 9.13% -4.86% 6.17% 7.39% 7.52%

Calendar-Year Returns

  Year Scout Small Cap Equity
Composite - Gross
Scout Small Cap Equity
Composite - Net
  2023 10.88% 9.95%
  2022 -22.56% -23.23%
  2021 10.25% 9.32%
  2020 36.50% 35.38%
  2019 22.00% 20.99%
  2018 -4.22% -5.03%
  2017 33.18% 32.08%
  2016 13.76% 12.81%
  2015 1.88% 1.02%
  2014 6.69% 5.79%
  2013 38.47% 37.34%
  2012 19.54% 18.55%
  2011 -2.91% -3.73%
  2010 22.32% 21.36%
  2009 22.22% 21.26%
  2008 -39.89% -40.38%
  2007 14.45% 13.55%
  2006 13.02% 12.13%
  2005 6.39% 5.55%
  2004 27.10% 26.11%
  2003 40.64% 39.56%
  2002 -10.59% -11.31%

Returns for periods less than one year are not annualized.

Past performance is no guarantee of future results. 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 Small Cap Equity of 0.85% per annum. The firm's management fees are detailed in its Form ADV Part 2A.

There is no guarantee the portfolio will meet its investment objectives. All investments involve risk, including the possible loss of principal.

Due to the limited focus of this strategy, the Scout Small Cap Strategy is more susceptible to market volatility because smaller companies may not have the management experience, financial resources, product diversification and competitive strengths of larger companies. Additionally, smaller company stocks tend to be sold less often and in smaller amounts than larger company stocks.

The Scout Small Cap Equity Composite includes portfolios that invest in companies with market capitalizations, at the time of purchase, similar to companies in the Russell 2000® Growth Index. The Russell 2000® Growth Index is a non-managed index that is generally considered to approximate movements in the U.S. small-capitalization stock with high growth characteristics. Small Cap portfolios are typically at least 80% invested in companies with market capitalizations less than $3 billion. The Index does not reflect management fees or transaction costs. It is not possible to invest directly in an unmanaged index. Prior to October 2013, the composite benchmark was the Russell 2000 Index.

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.

The firm is defined as Scout Investments, Inc., a wholly owned subsidiary of Raymond James Investment Management. Scout Investments claims compliance with the Global Investment Performance Standards (GIPS®). Click here to obtain a copy of the compliant GIPS presentation.

GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

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