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Scout Mid Cap Fund
The Fund ranked first among Mid-Cap Core Funds for the 10-year period ending November 30, 2016, out of 81 funds, based on consistent, risk-adjusted total returns.
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Insights & News
Pat Dunkerley, lead portfolio manager of the Scout Mid Cap Fund, conducted an
interview with Ticker Magazine. Pat talked about the team’s investment approach
to finding quality companies in the mid cap universe.
Carillon Tower Advisers, a global asset management firm offering a suite of distribution and operational support to independent portfolio management teams, has announced an acquisition of Scout Investments and Reams Asset Management.
Listen to our portfolio managers offer their distinct perspectives on market trends, economic events and other related topics.
Consider rethinking traditional fixed income investing. Read our Essential Ingredients white paper to discover five ways to adopt an unconstrained mindset.
Read more Analysis and Insights
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Copyright © 2017. UMB Financial Corp. All Rights Reserved. Scout Investments, Inc. is a subsidiary of UMB Financial Corporation. SCOUT, SCOUT INVESTMENTS, the Scout design, and the Wave design – Reg. U.S. Tm. Off
View holdings. Holdings mentioned may change at any time and may not represent current or future investments.
Risk considerations: Stock fund values fluctuate and investors
may lose principal value. Small-cap and mid-cap stocks are more
susceptible to market volatility due to risks such as lack of
management experience, product diversification, financial resources,
competitive strength and liquidity. Real Estate Investment Trusts
(REITS) may be affected by economic conditions including credit risk,
interest rate risk and other factors that affect property values, rents
or occupancies of real estate.
Certain funds invest in highly leveraged companies, which tend to be
more sensitive to issuer, political, market and economic developments,
especially during economic downturns or periods of rising interest
rates. Groups of stocks, such as value and growth, go in and out of
favor, which may cause certain funds to underperform other equity funds.
Foreign investments present additional risk due to currency
fluctuations, economic and political factors, government regulations,
differences in accounting standards, and other factors. Investments in
emerging markets involve even greater risks. Focusing on particular
countries, regions, industries, sectors or types of investments may
cause greater risk of adverse developments in certain funds.
The return of principal in a fixed income fund is not guaranteed. Fixed
income funds have the same issuer, interest rate, inflation and credit
risks that are associated with underlying fixed income securities owned
by the fund. Mortgage- and Asset-Backed Securities are subject to
prepayment risk and the risk of default on the underlying mortgages or
other assets. High yield securities involve greater risk than investment
grade securities and tend to be more sensitive to economic conditions
and credit risk. An unconstrained investment approach can create
considerable exposure to certain types of securities, such as
derivatives, that present significant volatility, particularly over
short periods of time.
Derivatives, such as options, futures contracts, currency forwards or
swap agreements, may involve greater risks than if the Fund invested in
the referenced obligation directly. Derivatives are subject to risks,
such as market risk, liquidity risk, interest rate risk, credit risk
and management risk. Derivative investments could lose more than the
principal amount invested. Certain funds may use derivative for hedging
purposes or as part of the fund's investment strategy.
The use of leverage, derivatives and short sales could accelerate losses
to the Fund. These losses could exceed the original amount invested.
Certain funds may, at times, experience higher-than-average portfolio
turnover, which may generate significant taxable gains and increased
trading expenses, which, in turn, may lower the fund’s return.
The Lipper Fund awards are calculated for periods over 36, 60 and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over 3-, 5- or 10-years. 81 Mid-Cap Core Funds were eligible for this award for the 10-year period ending November 30, 2016. As of November 30, 2016, the ranking for the Scout Mid Cap Fund was 91 out of 363 Mid-Cap Core Funds for the 3-year period and 179 out of 311 for the 5-year period. For more detailed information about Lipper’s methodology, please click here. The Fund may have experienced negative performance during one or more of the time periods represented by the Lipper award.
Past performance is no guarantee of future results.
From Thomson Reuters Lipper Awards, © 2017 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.