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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.
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One of our Fixed Income portfolio managers gives a quarterly recap of economic events, market conditions and portfolio positioning.
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Consider rethinking traditional fixed income investing. Read our Essential Ingredients white paper to discover five ways to adopt an unconstrained mindset.
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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.
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.
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
As of March 31, 2016, the Scout Core Plus Bond Fund - Institutional Class received the following star rating among Intermediate-term Bond Funds for the following time period: 3 stars (among 951 funds) for the 3-year, 5 stars (among 827 funds) for the 5-year and 5 stars (among 602 funds) for the 10-year time periods.
2 MORNINGSTAR ANALYST RATING:
The Morningstar Analyst Rating is not a credit or risk rating. It is a subjective evaluation performed by the mutual fund analysts of Morningstar, Inc. Morningstar evaluates funds based on five key pillars, which are process, performance, people, parent and price, which are not weighted equally in Morningstar's evaluation of the Fund. Morningstar's analysts use this five pillar evaluation to identify funds they believe are more likely to outperform over the long term on a risk-adjusted basis. Analysts consider quantitative and qualitative factors in their research, but the assessment of each pillar and how they are combined is driven by the analyst's overall assessment and overseen by Morningstar's Analyst Rating Committee. The approach serves not as a formula but as a framework to ensure consistency across Morningstar's global coverage universe. The Analyst Rating scale ranges from Gold to Negative, with Gold being the highest rating and Negative being the lowest rating. A fund with a "Gold" rating distinguishes itself across the five pillars and has garnered the analysts' highest level of conviction. A fund with a ‘Silver' rating has notable advantages across several, but perhaps not all, of the five pillars-strengths that give the analysts a high level of conviction. A "Bronze" rated fund has advantages that outweigh the disadvantages across the five pillars, with sufficient level of analyst conviction to warrant a positive rating. A fund with a "Neutral" rating isn't seriously flawed across the five pillars, nor does it distinguish itself very positively. A "Negative" rated fund is flawed in at least one, if not more pillars and is considered an inferior offering to its peers. Analyst Ratings are reevaluated every 14 months. For more detailed information about Morningstar's Analyst Rating, including its methodology, please click here. The Morningstar Analyst Rating should not be used as the sole basis in evaluating a mutual fund. Morningstar Analyst Ratings are based on Morningstar's current expectations about future events; therefore, in no way does Morningstar represent ratings as a guarantee nor should they be viewed by an investor as such. Morningstar Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar's expectations not to occur or to differ significantly from what we expected.
On February 29, 2016, after a thorough evaluation of its process, performance, people, parent and price, Morningstar bestowed a Silver Rating upon the Scout Core Plus Bond Fund; the Morningstar Analysts' second highest level of conviction.
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