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 10/31/2019
(net of fees)

             
                 
  YTD   1 Yr.  3 Yr.   5 Yr.  10 Yr.   15 Yr.   20 Yr.    25 Yr.   
GPTC Large Cap Fund 23.87% 16.46% 16.04% 12.55% 13.32% 9.28% N/A N/A
Morningstar U.S. Large Growth Index
23.89% 16.27% 19.52% 13.25% 15.28% 9.87% N/A N/A
GPTC Growth Fund 24.11% 18.01% 15.92% 10.88% 13.38% 9.69% 7.51% N/A
Morningstar U.S. Growth Index
25.48% 16.91% 19.00% 12.63% 15.15% 10.09% N/A** N/A
GPTC Small Cap Fund 26.74% 10.90% 16.47% 9.51% 11.58% 8.76% 11.88% N/A
Morningstar U.S. Small Growth Index
19.72% 7.78% 14.73% 9.27% 13.91% 9.35% N/A** N/A
GPTC Equity Fund* 16.51% 18.86% 10.79% 3.77% 9.58% 8.93% 11.32% 11.48%
S&P 500 Value Index
23.19% 14.45% 12.14% 8.64% 12.27% 7.74% 6.14% 9.04%
GPTC Discovery Fund 25.54% 18.33% 14.96% 11.42% 14.91% 11.13% 9.00% N/A
Morningstar U.S. Mid Growth Index
27.07% 18.23% 17.14% 10.71% 14.49% 10.52% N/A** N/A
GPTC Mid Cap Fund 31.61% 24.08% 13.45% 8.28% 11.29% 9.02% N/A N/A
Morningstar U.S. Mid Growth Index
27.07% 18.23% 17.14% 10.71% 14.49% 10.52% N/A N/A
GPTC International Fund 20.53% 13.53% 11.99% 7.94% 7.29% N/A N/A N/A
Morningstar Global Markets Ex-US NR USD Index
15.40% 11.20% 8.11% 4.52% 5.57% N/A N/A N/A
GPTC Fixed Fund* 7.14% 31.04% 5.97% -1.48% 6.33% 5.14% 6.59% 7.25%
Bank of America Merrill Lynch HY Master II Index
11.76% 8.32% 6.04% 5.17% 7.69% 7.13% 6.98%

7.48%

 

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.
**Benchmark not available past 15 years
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. 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. The Morningstar® US Growth IndexSM measures the performance of US stocks that are expected to grow at a faster pace than the rest of the market as measured by forward earnings, historical earnings, book value, cash flow and sales.  The Morningstar® US Large Growth IndexSM measures the performance of US large-cap stocks that are expected to grow at a faster pace than the rest of the market as measured by forward earnings, historical earnings, book value, cash flow and sales.  The Morningstar® US Small Growth IndexSM measures the performance of US small-cap stocks that are expected to grow at a faster pace than the rest of the market as measured by forward earnings, historical earnings, book value, cash flow and sales. The Morningstar® US Mid Growth IndexSM measures the performance of US mid-cap stocks that are expected to grow at a faster pace than the rest of the market as measured by forward earnings, historical earnings, book value, cash flow and sales. S&P 500 Value Index: An index of primarily large-cap value-style US stocks. The index uses three factors to select value stocks from the 500 stocks chosen by the S&P committee. 
One cannot invest directly in an index.