Investment fund performance.

See below for return projections on a number of funds. To inquire about investing for yourself or your small business, Contact us today.

Great Plains Trust Company

Collective Fund Performance
Annualized Total Returns as of 6/30/2019
(net of fees)

             
                 
  YTD   1 Yr.  3 Yr.   5 Yr.  10 Yr.   15 Yr.   20 Yr.    25 Yr.   
GPTC Large Cap Fund 20.30% 11.79% 16.38% 12.69% 14.74% 8.85% N/A N/A
Russell 1000 Growth Index 21.49% 11.56% 18.07% 13.39% 16.28% 9.90% N/A N/A
GPTC Growth Fund 22.43% 11.67% 15.93% 10.69% 14.53% 9.16% 7.62% N/A
Russell 1000 Growth Index
21.49% 11.56% 18.07% 13.39% 16.28% 9.90% 5.56% N/A
GPTC Small Cap Fund 28.81% 4.56% 18.78% 9.02% 12.63% 9.01% 11.91% N/A
Russell 2000 Growth Index
20.36% -0.49% 14.69% 8.63% 14.41% 8.90% 6.49% N/A
GPTC Equity Fund* 13.36% 9.32% 9.70% 3.44% 10.77% 9.41% 11.05% 11.57%
S&P 500 Index
18.54% 10.42% 14.19% 10.71% 14.70% 8.75% 5.90% 9.97%
GPTC Discovery Fund 26.68% 13.02% 16.78% 11.39% 16.37% 10.73% 9.98% N/A
Russell Midcap Growth Index
26.08% 13.94% 16.49% 11.10% 16.02% 10.25% 7.73% N/A
GPTC Mid Cap Fund 28.02% 11.86% 13.22% 7.44% 12.51% 8.54% N/A N/A
Russell Midcap Growth Index
26.08% 13.94% 16.49% 11.10% 16.02% 10.25% N/A N/A
GPTC International Fund 18.76% 5.22% 13.05% 6.52% 8.40% N/A N/A N/A
Morningstar Global Markets Ex-US NR USD Index
13.16% 0.77% 9.25% 2.73% 7.16% N/A N/A N/A
GPTC Fixed Fund* 5.57% 13.34% 5.88% -0.99% 7.55% 5.25% 6.28% 7.30%
Bank of America Merrill Lynch HY Master II Index
10.16% 7.58% 7.54% 4.70% 9.22% 7.48% 6.80%

7.49%

 

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.
*Includes 2018 voluntary payments to the fund by the fund trustee.
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 BofA Merrill Lynch High Yield Master II Index is an unmanaged index comprised of over 1,200 high yield bonds representative of high yield bond markets as a whole. Russell 2000 Growth Index measures the performance of those Russell 2000 Index companies with higher price-to-book ratios and higher forecasted growth values. Russell Midcap Growth Index measures the performance of those Russell Midcap companies with higher price-to-book ratios and higher forecasted growth. Russell 1000 Growth Index measures the performance of those Russell 1000 Index companies with higher price-to-book ratios and higher forecasted growth values. The S&P 500, or the Standard & Poor's 500, is a stock market index based on the market capitalizations of 500 leading companies publicly traded in the U.S. stock market, as determined by Standard & Poor's. The Morningstar® Global Markets ex-US IndexSM is designed to provide exposure to the top 97% market capitalization in each of two economic segments, developed markets, excluding the United States, and emerging markets.
One cannot invest directly in an index.