Scout Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return14.95-2.06-1.108.604.71
    Category Average18.87-0.78-1.375.574.83
    Assets for Each Yr*15.3610.756.285.475.52
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 4.71 3.12 6.09

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,518 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 29.43 1.09 Average
    International Stock 4.0 23.07 1.08 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 47.49 0.57 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-22-17

      Sector YTD Return % % Net Assets  
    Citizens Financial Group Inc* Financial Services -2.19 0.73
    Computer Sciences Corp* Technology 32.31 0.61
    Thor Industries Inc* Consumer Cyclical -6.02 0.52
    Atmos Energy Corp* Utilities 11.17 0.51
    Abiomed Inc* Healthcare 20.52 0.46
    Aflac Inc* Financial Services 7.41 0.35
    EPR Properties* RealEstate 0.96 0.33
    DISH Network Corp* Communication Services 10.13 0.32
    Southwest Airlines Co* Industrials 18.42 0.29
    American Water Works Co Inc* Utilities 6.63 0.28
    Mettler-Toledo International Inc* Healthcare 36.13 0.28
    Lamar Advertising Co Class A* RealEstate 6.71 0.28
    Fiserv Inc* Industrials 15.09 0.26
    Outfront Media Inc* RealEstate -6.11 0.25
    eBay Inc* Consumer Cyclical 14.05 0.25
    SunTrust Banks Inc* Financial Services -0.64 0.24
    CSRA Inc* Technology -8.48 0.24
    Comerica Inc* Financial Services 1.12 0.23
    Alaska Air Group Inc* Industrials -3.21 0.22
    Xcel Energy Inc* Utilities 14.64 0.22

    Best 5-Year Relative Performance | More
    05-22-17

    Worst 5-Year Relative Performance | More
    05-22-17

    Lowest Expenses | More
    05-22-17

    Highest Expenses | More
    05-22-17

    Fund Name Expense Ratio Analyst Report  
    Scout Small Cap 1.13 --
    Scout Emerging Markets 1.10 --
    Scout Equity Opportunity 1.10 --
    Scout Global Equity 1.10 --
    Scout International 1.05 --

    Longest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Scout Core Plus Bond Mark M. Egan 12.60
    Scout Core Bond I Mark M. Egan 11.80
    Scout Mid Cap G. Patrick Dunkerley 7.70
    Scout Small Cap James R. McBride 5.30
    Scout Unconstrained Mark M. Egan 5.00

    Shortest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Scout Global Equity John A. Indellicate 1.00
    Scout Equity Opportu Brent D. Olson 3.20
    Scout International Michael D. Stack 3.70
    Scout Low Duration B Mark M. Egan 4.30
    Scout Emerging Marke Eric D. Chenoweth 4.60