Nuance Investments Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return33.377.60-2.2819.754.99
    Category Average34.959.26-5.1617.055.72
    Assets for Each Yr*0.230.630.480.891.03
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.99 7.13 14.02

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,028 mil $2,500 10.58 89.42
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 94.49 1.18 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-17

      Sector YTD Return % % Net Assets  
    Heartland Express Inc* Industrials 3.29 4.17
    Frank's International NV* Energy -48.42 4.08
    Northern Trust Corp* Financial Services -0.97 3.81
    Praxair Inc* Basic Materials 13.80 3.62
    Patterson Companies Inc* Healthcare -8.55 3.25
    National Fuel Gas Co* Energy 4.91 2.67
    Abbott Laboratories* Healthcare 30.40 2.49
    Procter & Gamble Co* Consumer Defensive 11.94 2.43
    Hub Group Inc Class A* Industrials -19.09 2.37
    BOK Financial Corp* Financial Services -2.48 2.36
    Schlumberger Ltd* Energy -23.73 2.32
    Johnson & Johnson* Healthcare 16.90 2.31
    United Parcel Service Inc Class * Industrials 0.67 2.22
    Cerner Corp* Technology 33.76 1.51
    Wal-Mart Stores Inc* Consumer Defensive 17.52 1.37
    Compass Minerals International I* Basic Materials -16.48 1.29
    H.B. Fuller Co* Basic Materials 3.04 1.09
    Globus Medical Inc Class A* Healthcare 22.33 1.06
    Emerson Electric Co* Industrials 7.14 0.89
    WGL Holdings Inc* Utilities 11.70 0.73

    Best 5-Year Relative Performance | More
    08-17-17

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

    Worst 5-Year Relative Performance | More
    08-17-17

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

    Lowest Expenses | More
    08-17-17

    Fund Name Expense Ratio Analyst Report  
    Nuance Mid Cap Value Institu 1.00 --
    Nuance Concentrated Value In 1.05 --
    Nuance Concentrated Value L- 1.30 --

    Highest Expenses | More
    08-17-17

    Fund Name Expense Ratio Analyst Report  
    Nuance Concentrated Value L- 1.30 --
    Nuance Concentrated Value In 1.05 --
    Nuance Mid Cap Value Institu 1.00 --

    Longest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Scott A. Moore 4.70
    Nuance Mid Cap Value Scott A. Moore 3.40
    Nuance Concentrated Chad Baumler 1.60

    Shortest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Chad Baumler 1.60
    Nuance Mid Cap Value Scott A. Moore 3.40
    Nuance Concentrated Scott A. Moore 4.70