GREAT PLAINS CLIENTS

Our mission as an independent trust company is to provide excellent and highly personalized services to our clients. That focus has helped Great Plains Trust Company grow to over $1 billion dollars in fiduciary assets.

Great Plains Trust Company manages Common and Collective Trusts exclusively for our fiduciary clients.

Great Plains Trust Company Collective Fund Performance (12/31/09)
(net of fees)

 

YTD
as of Jan. 31

Annualized Total Returns
as of 12/31/2009

Pension Fund   1 Yr. 3 Yr. 5 Yr. 10 Yr.  15 Yr.
Equity Fund
 -1.9% 24.5% -1.0% 7.4% 13.1% 13.4%
Large Cap Fund -4.5% 50.8% -1.2% 2.1% na na
USA Global Fund -3.4% 33.9% -0.9% 2.7% 1.4% na
Small Cap Fund -3.0% 42.3% 0.1% 3.1% 10.6% 14.1%
Science & Technology -3.1% 53.8% 1.6% 4.5% 1.5% na
Mid Cap Fund -3.7% 53.7% 1.0% 4.3% na na
Value Fund***** -1.7% -5.5% na na na na
International Fund** -3.4% 33.3% 1.0% na na na
Fixed Fund  2.3% 42.8% 1.1% 3.1% 7.0% 8.4%
Indices

YTD
as of Jan. 31

Annualized Total Returns
as of 12/31/2009

Market Index   1 Yr. 3 Yr. 5 Yr. 10 Yr.  15 Yr.
S&P 500 -3.6% 26.5% -5.6% 0.4% -1.0% 8.0%
Russell 2000 Growth -4.5% 34.5% -4.0% 0.9% -1.4% 5.0%
S&P MidCap 400 -3.2% 37.4% -1.8% 3.3% na na
Lipper Science & Technology -7.1% 57.9% 1.0% 3.0% -6.9% na
S&P ADR -6.6% 36.6% -2.9% na na na
Lipper High Yield Bond Index 1.3% 49.5% 2.8% 4.3% 4.1% 5.9%

 

Data represented reflects past performance and is no guarantee of future results. The investment return and principal value of your investment will fluctuate so that an investment, when redeemed, may be worth more or less than its original cost. Current performance of the fund may be lower or higher than the performance quoted.

*****Fund inception was 9/28/2007.  Fund changed name from Small Cap Value 9/24/09

** Fund inception was 7/1/2006.

Investments are not insured by the FDIC, are not deposits or other obligations of Great Plains Trust and are not guaranteed by Great Plains Trust.  Investments are subject to risk, including possible loss of principal invested.

Collective Trusts are not mutual funds. Each is a separate investment fund available only to tax-qualified plans and their eligible participants. 

The S&P 500 Index is a capitalization weighted index of 500 large capitalization stocks which is designed to measure broad domestic securities markets. One cannot invest directly in an index.

The Russell 2000 Index consists of the smallest 2,000 securities in the Russell 3000 Index, representing approximately 10% of the Russell 3000 total market capitalization.

The S&P 400 Mid Cap Index is a capitalization weighted index that measure the performance of the mid-range sector of the U.S. stock market. One cannot invest directly in an index.

Lipper Analytical Services, Inc. is an independent mutual fund ranking agency. The Lipper Indices track the total return of the largest open-end equity and fixed income mutual funds within specific Lipper categories. The categories are based on Lipper's fund classification system.

  
 
 
   
 

 

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  • 7700 Shawnee Mission Parkway
  • Suite 101
  • Overland Park, KS 66202