Scout Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return14.95-2.06-1.108.603.36
    Category Average18.87-0.78-1.375.573.68
    Assets for Each Yr*15.3610.756.285.475.56
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 3.36 2.84 5.65

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,557 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 29.22 1.09 Average
    International Stock 4.0 22.65 1.08 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 48.13 0.57 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-21-17

      Sector YTD Return % % Net Assets  
    Citizens Financial Group Inc* Financial Services -1.66 0.73
    Computer Sciences Corp* Technology 28.68 0.61
    Thor Industries Inc* Consumer Cyclical -7.92 0.52
    Atmos Energy Corp* Utilities 8.27 0.51
    Abiomed Inc* Healthcare 10.96 0.46
    Aflac Inc* Financial Services 6.93 0.35
    EPR Properties* RealEstate 6.66 0.33
    DISH Network Corp* Communication Services 2.90 0.32
    Southwest Airlines Co* Industrials 11.82 0.29
    American Water Works Co Inc* Utilities 11.78 0.28
    Mettler-Toledo International Inc* Healthcare 17.18 0.28
    Lamar Advertising Co Class A* RealEstate 9.80 0.28
    Fiserv Inc* Industrials 11.40 0.26
    Outfront Media Inc* RealEstate 6.92 0.25
    eBay Inc* Consumer Cyclical 8.39 0.25
    SunTrust Banks Inc* Financial Services 0.47 0.24
    CSRA Inc* Technology -8.86 0.24
    Comerica Inc* Financial Services 1.22 0.23
    Alaska Air Group Inc* Industrials 0.77 0.22
    Xcel Energy Inc* Utilities 11.03 0.22

    Best 5-Year Relative Performance | More
    04-21-17

    Worst 5-Year Relative Performance | More
    04-21-17

    Lowest Expenses | More
    04-21-17

    Highest Expenses | More
    04-21-17

    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
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Scout Core Plus Bond Mark M. Egan 12.50
    Scout Core Bond I Mark M. Egan 11.70
    Scout Mid Cap G. Patrick Dunkerley 7.60
    Scout Small Cap James R. McBride 5.20
    Scout Unconstrained Mark M. Egan 4.90

    Shortest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Scout Global Equity John A. Indellicate 0.90
    Scout Equity Opportu Brent D. Olson 3.10
    Scout International Michael D. Stack 3.70
    Scout Low Duration B Mark M. Egan 4.20
    Scout Emerging Marke Eric D. Chenoweth 4.50