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Performance
06-30-18

Total ReturnCategory Average
Total Return 7.6 -2.3 19.8 11.7 -1.7
Category Average 9.3 -5.2 17.1 13.4 0.3
Assets for Each Yr* 0.6 0.5 0.9 1.1 1.2
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family -1.72 7.32 10.32

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,174 $2,500 10.5 89.5
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.0 96.11 1.06 Average
International Stock --- --- --- ---
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 0 0
2 0 0
0 0 0
Asset Allocation %
Cash 27.3
Stocks 69.0
Bonds 0.0
Other 3.7
Annual Turnover % 110
% Assets in Top 10 20.3
 
Sector Breakdown (% of stocks) 
Sensitive 21.6
Communication Services 0.0
Energy 0.0
Industrials 10.0
Technology 11.6
Cyclical 39.4
Basic Materials 2.5
Consumer Cyclical 2.5
Financial Services 28.8
Real Estate 5.7
Defensive 39.0
Consumer Defensives 15.6
Healthcare 17.7
Utilities 5.7

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-19-18

  Sector YTD Return % % Net Assets  
  The Travelers Companies Inc* Financial Services -6.61 3.35
  Cerner Corp* Technology -9.84 3.10
  Equity Commonwealth RealEstate 3.41 2.88
  Northern Trust Corp* Financial Services 9.40 2.38
  Amphenol Corp Class A* Technology 1.38 2.29
  Johnson & Johnson* Healthcare -8.62 1.52
  Unum Group Financial Services -30.86 1.42
  Abbott Laboratories* Healthcare 13.23 1.21
  Kimberly-Clark Corp* Consumer Defensive -12.52 1.19
  AptarGroup Inc* Consumer Cyclical 12.39 0.95
  Procter & Gamble Co* Consumer Defensive -12.00 0.74
  Badger Meter Inc Technology 7.24 0.44
  Sysco Corp* Consumer Defensive 18.49 0.44
  Connecticut Water Service Inc Utilities 12.94 0.22
  Boston Properties Inc* RealEstate -1.25 0.21
  The Hershey Co* Consumer Defensive -17.59 0.20
  Dover Corp* Industrials -5.03 0.19
  Boeing Co* Industrials 21.65 0.16
  Progressive Corp* Financial Services 7.66 0.16
  Prologis Inc* RealEstate -0.08 0.16
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Best 5-Year Relative Performance | More
07-19-18

Fund Name 5-Yr Rank Analyst Report
Nuance Concentrated Value Institutional 77 ---

Worst 5-Year Relative Performance | More
07-19-18

Fund Name 5-Yr Rank Analyst Report
Nuance Concentrated Value Institutional 77 ---

Lowest Expenses | More
07-19-18

Highest Expenses | More
07-19-18

Longest Manager Tenure | More
07-19-18

Fund Name Manager Name Average Manager Tenure
Nuance Concentrated Value Institutional Scott A. Moore 6
Nuance Mid Cap Value Institutional Scott A. Moore 4
Nuance Concentrated Value L-S Instl Chad Baumler 3

Shortest Manager Tenure | More
07-19-18

Fund Name Manager Name Average Manager Tenure
Nuance Concentrated Value L-S Instl Chad Baumler 3
Nuance Mid Cap Value Institutional Scott A. Moore 4
Nuance Concentrated Value Institutional Scott A. Moore 6
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