Nuance Investments Fund Family Report
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  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return7.60-2.2819.7511.690.66
    Category Average9.26-5.1617.0513.402.87
    Assets for Each Yr*0.630.480.891.131.20
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.66 9.06 9.51

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,203 mil $2,500 10.55 89.45
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 96.31 1.06 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-13-18

      Sector YTD Return % % Net Assets  
    The Travelers Companies Inc* Financial Services -4.50 3.35
    Sanderson Farms Inc* Consumer Defensive -25.08 3.22
    Cerner Corp* Technology -4.61 3.10
    Equity Commonwealth* RealEstate 3.54 2.88
    Dentsply Sirona Inc* Healthcare -39.62 2.85
    MetLife Inc* Financial Services -9.67 2.62
    UMB Financial Corp* Financial Services 4.10 2.39
    Northern Trust Corp* Financial Services 8.25 2.38
    Amphenol Corp Class A* Technology 7.37 2.29
    Everest Re Group Ltd* Financial Services -1.69 2.09
    Xilinx Inc* Technology 7.86 1.91
    WR Berkley Corp* Financial Services 7.15 1.73
    Ecolab Inc* Basic Materials 9.40 1.64
    Clorox Co* Consumer Defensive -3.20 1.54
    Johnson & Johnson* Healthcare -5.55 1.52
    Unum Group* Financial Services -34.91 1.42
    Abbott Laboratories* Healthcare 12.62 1.21
    Kimberly-Clark Corp* Consumer Defensive -6.32 1.19
    Reinsurance Group of America Inc* Financial Services -8.95 0.99
    California Water Service Group* Utilities -10.45 0.96

    Best 5-Year Relative Performance | More
    08-13-18

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

    Worst 5-Year Relative Performance | More
    08-13-18

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

    Lowest Expenses | More
    08-13-18

    Fund Name Expense Ratio Analyst Report  
    Nuance Mid Cap Value Institu 0.93 --
    Nuance Concentrated Value In 1.06 --
    Nuance Concentrated Value L- 1.55 --

    Highest Expenses | More
    08-13-18

    Fund Name Expense Ratio Analyst Report  
    Nuance Concentrated Value L- 1.55 --
    Nuance Concentrated Value In 1.06 --
    Nuance Mid Cap Value Institu 0.93 --

    Longest Manager Tenure | More
    08-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Scott A. Moore 5.70
    Nuance Mid Cap Value Scott A. Moore 4.40
    Nuance Concentrated Chad Baumler 2.60

    Shortest Manager Tenure | More
    08-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Chad Baumler 2.60
    Nuance Mid Cap Value Scott A. Moore 4.40
    Nuance Concentrated Scott A. Moore 5.70