Nuance Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return7.60-2.2819.7511.69-1.35
    Category Average9.26-5.1617.0513.40-2.11
    Assets for Each Yr*0.630.480.891.131.15
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.35 8.54 10.40

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,153 mil $2,500 10.85 89.15
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 96.04 1.18 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-24-18

      Sector YTD Return % % Net Assets  
    The Travelers Companies Inc* Financial Services -1.50 3.72
    Procter & Gamble Co* Consumer Defensive -19.56 3.41
    Kimberly-Clark Corp* Consumer Defensive -15.96 3.13
    Rockwell Collins Inc* Industrials -1.67 2.98
    MetLife Inc* Financial Services -5.04 2.66
    Northern Trust Corp* Financial Services 7.58 2.51
    Becton, Dickinson and Co* Healthcare 8.21 2.51
    Everest Re Group Ltd* Financial Services 11.16 2.33
    Equity Commonwealth* RealEstate 0.36 2.25
    UMB Financial Corp* Financial Services 6.90 2.20
    Praxair Inc* Basic Materials -4.57 2.08
    Abbott Laboratories* Healthcare 3.15 1.93
    Hub Group Inc Class A* Industrials -9.71 1.85
    Orbital ATK Inc* Industrials 0.78 1.81
    Clorox Co* Consumer Defensive -21.50 1.77
    Colgate-Palmolive Co* Consumer Defensive -10.60 1.39
    United Bankshares Inc* Financial Services 2.56 1.37
    Heartland Express Inc* Industrials -23.22 1.33
    Commerce Bancshares Inc* Financial Services 15.43 1.23
    Ecolab Inc* Basic Materials 9.30 1.13

    Best 5-Year Relative Performance | More
    04-24-18

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 64 --

    Worst 5-Year Relative Performance | More
    04-24-18

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 64 --

    Lowest Expenses | More
    04-24-18

    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
    04-24-18

    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
    04-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Scott A. Moore 5.40
    Nuance Mid Cap Value Scott A. Moore 4.10
    Nuance Concentrated Chad Baumler 2.30

    Shortest Manager Tenure | More
    04-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Chad Baumler 2.30
    Nuance Mid Cap Value Scott A. Moore 4.10
    Nuance Concentrated Scott A. Moore 5.40