Nuance Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return7.60-2.2819.7511.691.88
    Category Average9.26-5.1617.0513.403.09
    Assets for Each Yr*0.630.480.891.131.19
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 1.88 11.29 12.28

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,194 mil $2,500 10.46 89.54
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 95.31 1.18 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-23-18

      Sector YTD Return % % Net Assets  
    Procter & Gamble Co* Consumer Defensive -11.04 3.54
    Hub Group Inc Class A* Industrials -5.53 3.34
    Rockwell Collins Inc* Industrials 1.36 3.11
    Northern Trust Corp* Financial Services 6.68 2.97
    Kimberly-Clark Corp* Consumer Defensive -5.81 2.94
    Commerce Bancshares Inc* Financial Services 5.07 2.86
    Praxair Inc* Basic Materials 0.61 2.44
    The Travelers Companies Inc* Financial Services 3.02 2.34
    Equity Commonwealth* RealEstate -3.47 2.20
    UMB Financial Corp* Financial Services 5.53 1.98
    Orbital ATK Inc* Industrials 0.32 1.83
    M&T Bank Corp* Financial Services 13.17 1.67
    MetLife Inc* Financial Services -5.32 1.66
    Heartland Express Inc* Industrials -14.01 1.57
    Abbott Laboratories* Healthcare 5.12 1.35
    Johnson & Johnson* Healthcare -5.51 1.35
    Globus Medical Inc Class A* Healthcare 16.57 1.24
    California Water Service Group* Utilities -11.05 1.12
    United Parcel Service Inc Class * Industrials -10.60 1.11
    Everest Re Group Ltd* Financial Services 9.80 1.10

    Best 5-Year Relative Performance | More
    02-23-18

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 71 --

    Worst 5-Year Relative Performance | More
    02-23-18

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 71 --

    Lowest Expenses | More
    02-23-18

    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
    02-23-18

    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
    02-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Scott A. Moore 5.20
    Nuance Mid Cap Value Scott A. Moore 3.90
    Nuance Concentrated Chad Baumler 2.20

    Shortest Manager Tenure | More
    02-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Chad Baumler 2.20
    Nuance Mid Cap Value Scott A. Moore 3.90
    Nuance Concentrated Scott A. Moore 5.20