Nuance Investments Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 33.4 7.6 -2.3 19.8 7.5
Category Average 35.0 9.3 -5.2 17.1 7.7
Assets for Each Yr* 0.2 0.6 0.5 0.9 1.1
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 7.50 8.38 13.64

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,103 $2,500 10.5 89.5
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 94.70 1.18 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 31.3
Stocks 66.0
Bonds 0.0
Other 2.8
Annual Turnover % 107
% Assets in Top 10 31.3
 
Sector Breakdown (% of stocks) 
Sensitive 22.3
Communication Services 0.0
Energy 2.8
Industrials 16.4
Technology 3.1
Cyclical 31.5
Basic Materials 9.3
Consumer Cyclical 2.1
Financial Services 19.1
Real Estate 1.0
Defensive 46.2
Consumer Defensives 17.7
Healthcare 26.0
Utilities 2.5

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-19-17

  Sector YTD Return % % Net Assets  
  Heartland Express Inc* Industrials 15.13 4.17
  Frank's International NV* Energy -42.77 4.08
  Northern Trust Corp* Financial Services 7.98 3.81
  Praxair Inc* Basic Materials 21.83 3.62
  Patterson Companies Inc* Healthcare -2.95 3.25
  National Fuel Gas Co Energy 4.14 2.67
  Abbott Laboratories* Healthcare 48.56 2.49
  Procter & Gamble Co* Consumer Defensive 12.19 2.43
  Hub Group Inc Class A* Industrials -9.71 2.37
  BOK Financial Corp Financial Services 10.10 2.36
  Schlumberger Ltd* Energy -21.38 2.32
  Johnson & Johnson* Healthcare 25.44 2.31
  United Parcel Service Inc Class B* Industrials 6.34 2.22
  Cerner Corp* Technology 53.68 1.51
  Wal-Mart Stores Inc* Consumer Defensive 27.21 1.37
  Compass Minerals International Inc* Basic Materials -14.66 1.29
  H.B. Fuller Co Basic Materials 19.35 1.09
  Globus Medical Inc Class A Healthcare 21.60 1.06
  Emerson Electric Co* Industrials 19.46 0.89
  WGL Holdings Inc* Utilities 15.13 0.73
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Best 5-Year Relative Performance | More
10-19-17

Fund Name 5-Yr Rank Analyst Report
Nuance Concentrated Value Institutional 43 ---

Worst 5-Year Relative Performance | More
10-19-17

Fund Name 5-Yr Rank Analyst Report
Nuance Concentrated Value Institutional 43 ---

Lowest Expenses | More
10-19-17

Highest Expenses | More
10-19-17

Longest Manager Tenure | More
10-19-17

Fund Name Manager Name Average Manager Tenure
Nuance Concentrated Value Institutional Scott A. Moore 5
Nuance Mid Cap Value Institutional Scott A. Moore 4
Nuance Concentrated Value L-S Instl Chad Baumler 2

Shortest Manager Tenure | More
10-19-17

Fund Name Manager Name Average Manager Tenure
Nuance Concentrated Value L-S Instl Chad Baumler 2
Nuance Mid Cap Value Institutional Scott A. Moore 4
Nuance Concentrated Value Institutional Scott A. Moore 5
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