Nuance Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return-2.2819.7511.69-4.957.39
    Category Average-4.1614.8214.91-11.159.36
    Assets for Each Yr*0.480.891.131.131.39
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.39 11.81 7.72

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,387 mil $2,500 8.47 91.53
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 98.09 1.06 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    The Travelers Companies Inc* Financial Services 7.81 4.50
    Equity Commonwealth* RealEstate 9.30 3.80
    Unum Group* Financial Services 25.90 3.32
    Amphenol Corp Class A* Technology 14.13 3.29
    Applied Materials Inc* Technology 20.04 1.99
    White Mountains Insurance Group * Financial Services 5.50 1.71
    Northern Trust Corp* Financial Services 11.26 1.46
    MetLife Inc* Financial Services 9.99 1.42
    Ecolab Inc* Basic Materials 13.55 1.08
    Healthcare Realty Trust Inc* RealEstate 15.33 0.87
    Walmart Inc* Consumer Defensive 9.72 0.69
    Medtronic PLC* Healthcare 1.51 0.59
    WABCO Holdings Inc* Consumer Cyclical 7.98 0.55
    United Parcel Service Inc Class * Industrials 13.58 0.39
    Graco Inc* Industrials 11.18 0.25
    Progressive Corp* Financial Services 23.20 0.09
    Waste Management Inc* Industrials 11.34 0.09
    Boeing Co* Industrials 29.71 0.08
    Coca-Cola Co* Consumer Defensive -5.32 0.08
    Allstate Corp* Financial Services 14.51 0.08

    Best 5-Year Relative Performance | More
    02-19-19

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Mid Cap Value Institu 8 --
    Nuance Concentrated Value In 73 --

    Worst 5-Year Relative Performance | More
    02-19-19

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 73 --
    Nuance Mid Cap Value Institu 8 --

    Lowest Expenses | More
    02-19-19

    Fund Name Expense Ratio Analyst Report  
    Nuance Mid Cap Value Institu 0.93 --
    Nuance Concentrated Value In 1.06 --
    Nuance Concentrated Value L- 2.84 --

    Highest Expenses | More
    02-19-19

    Fund Name Expense Ratio Analyst Report  
    Nuance Concentrated Value L- 2.84 --
    Nuance Concentrated Value In 1.06 --
    Nuance Mid Cap Value Institu 0.93 --

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Scott A. Moore 6.20
    Nuance Mid Cap Value Scott A. Moore 4.90
    Nuance Concentrated Chad Baumler 3.10

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Chad Baumler 3.10
    Nuance Mid Cap Value Scott A. Moore 4.90
    Nuance Concentrated Scott A. Moore 6.20