Scout Mutual Fund Family Data Pages

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Performance
04-30-13

Total ReturnCategory Average
Total Return 34.9 14.3 -10.0 19.1 6.5
Category Average 36.9 15.3 -10.5 17.1 7.0
Assets for Each Yr* 6.1 8.5 8.6 11.2 12.4
*billions

Trailing Returns %
04-30-13

  YTD 3 Year 5 Year    
Fund Family 6.47 8.54 3.14

Key Stats
04-30-13

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
12,410 $1,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 14.30 1.09 Average
International Stock 4.0 76.85 1.33 Average
Municipal Bond --- --- --- ---
Taxable Bond 5.0 8.85 0.59 Very Low
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 0 0
0 1 0
0 0 1
Asset Allocation %
Cash 15.4
Stocks 44.5
Bonds 40.1
Other 0.1
Annual Turnover % 86
% Assets in Top 10 5.3
 
Sector Breakdown (% of stocks) 
Sensitive 32.0
Communication Services 4.3
Energy 7.1
Industrials 11.3
Technology 9.3
Cyclical 42.2
Basic Materials 8.2
Consumer Cyclical 13.5
Financial Services 19.8
Real Estate 0.7
Defensive 25.9
Consumer Defensives 12.9
Healthcare 11.8
Utilities 1.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 05-22-13

  Sector YTD Return % % Net Assets  
  Covidien PLC* Healthcare 13.46 0.92
  Mettler-Toledo International, Inc.* Healthcare 13.97 0.89
  Aflac Inc* Financial Services 5.48 0.89
  Hartford Financial Services Group Inc* Financial Services 36.99 0.48
  KeyCorp* Financial Services 27.55 0.44
  Questar Corp Utilities 29.20 0.37
  WPX Energy Inc Class A* Energy 32.39 0.36
  Gulfport Energy Corporation Energy 28.34 0.31
  J.M. Smucker Co.* Consumer Defensive 20.07 0.30
  Lincoln National Corp (Radnor, PA) Financial Services 35.68 0.29
  Hatteras Financial Corporation* RealEstate 6.77 0.27
  Cabot Oil & Gas Corporation Class A* Energy 41.96 0.26
  TRW Automotive Holdings Corp* Consumer Cyclical 14.79 0.26
  Principal Financial Group* Financial Services 32.57 0.25
  Alliant Energy Corporation* Utilities 19.27 0.25
  Comerica Inc* Financial Services 28.08 0.24
  Lam Research Corporation* Technology 29.95 0.24
  Tidewater, Inc. Industrials 27.64 0.23
  CYS Investments Inc RealEstate 0.42 0.23
  IAC/InterActiveCorp Technology 7.85 0.23
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Best 5-Year Relative Performance | More
05-22-13

Worst 5-Year Relative Performance | More
05-22-13

Lowest Expenses | More
05-22-13

Fund Name Expense Ratio Analyst Report
Scout Core Bond I 0.40 ---
Scout Core Plus Bond Instl 0.40 12-11-12
Scout International 0.99 05-17-13
Scout Unconstrained Bond Instl 0.99 ---
Scout Mid Cap 1.06 ---

Highest Expenses | More
05-22-13

Fund Name Expense Ratio Analyst Report
Scout Intl Discovery 1.60 01-25-11
Scout Global Equity 1.40 ---
Scout Small Cap 1.12 08-01-11
Scout Mid Cap 1.06 ---
Scout International 0.99 05-17-13

Longest Manager Tenure | More
05-22-13

Fund Name Manager Name Average Manager Tenure
Scout Core Plus Bond Instl Mark M. Egan 11
Scout Core Bond I Mark M. Egan 10
Scout International James L. Moffett 8
Scout Small Cap Jason Votruba 6
Scout Mid Cap G. Patrick Dunkerley 5

Shortest Manager Tenure | More
05-22-13

Fund Name Manager Name Average Manager Tenure
Scout Emerging Markets Eric D. Chenoweth 1
Scout Low Duration Bond Mark M. Egan 1
Scout Unconstrained Bond Instl Mark M. Egan 2
Scout Global Equity Gary N. Anderson 2
Scout Intl Discovery Michael D. Stack 4
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