Scout Investments

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Featured Fund

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

Active Quality Strategy in Mid Caps - Ticker.com

Recently, 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 to acquire Scout Investments and Reams Asset Management

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.

2017 Lipper Awards—Scout Mid Cap Fund Earns Lipper Award

The Scout Mid Cap Fund named best mid-cap core fund for 10 years of consistent, risk-adjusted total returns.

Barron's — Today's Top 5 Stock Picks: Durable Growth

In a recent Barron's article, Scout Mid Cap Fund lead portfolio manager, Pat Dunkerley, discusses the team's approach to fundamental analysis and views on five mid-cap companies.

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.

Product Information

Attribution Reports

Contact us and we'll send you attribution reports for our international, mid cap, small cap, core plus, core and unconstrained funds.
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Fund Products

Scout offers international, global and domestic equity, along with fixed income mutual funds to help your clients diversify their portfolios.
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Investment Strategies

Learn more about our investment strategies for separately managed account platforms.
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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. 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.

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