Scout Investments

Our approach is time-tested.

For more than three decades, investors like you have been relying on us for our consistent, long-term approach to managing mutual funds.


Featured Fund

Equity Opportunity Fund

Lead Portfolio Manager Brent Olson believes there is a positive correlation between a company that optimizes its balance sheet and equity performance.

Discover how Brent uses proprietary models he calls LISA and ROBI to uncover investment opportunities.
Read manager Q&A

Insights & News

Listen in — Scout Fixed Income Funds viewpoint podcast

One of our Fixed Income portfolio managers gives a quarterly recap of economic events, market conditions and portfolio positioning.
Listen to more calls

Essential Ingredients for Unconstrained Investing

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

Account Information

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To invest in Scout mutual funds, contact your investment advisor, mail in an application or complete an online account application.
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Log in to Your Account

If you opened your account online, you can log in to complete transactions, and more.
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Start an IRA

To help save for retirement, consider opening an IRA that invests in Scout mutual funds.
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Copyright © 2016. 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.

1 MORNINGSTAR RATING:
The Overall Morningstar Rating™ for a fund is derived from the weighted-average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics.

For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variations in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of the funds in a broad asset class receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.)

As of Jan. 31, 2016, the Scout Low Duration Bond Fund received the following star rating among Short-term Bond Funds for the following time period: 4 stars (among 490 funds) for the 3-year period. The Fund may have experienced negative performance during one or more of the time periods represented by the Morningstar Analyst rating shown.

The performance data quoted represents past performance and is not a guarantee of future results.

© 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. The Morningstar Rating may differ among share classes of a mutual fund as a result of different sales loads and/or expense structures. It may be based, in part, on the performance of a predecessor Fund.

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.

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