Nuance Investments Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return7.60-2.2819.7511.690.74
    Category Average9.26-5.1617.0513.40-2.52
    Assets for Each Yr*0.630.480.891.131.31
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.74 9.01 7.72

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,307 mil $2,500 9.30 90.70
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 97.85 1.06 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-10-18

      Sector YTD Return % % Net Assets  
    MetLife Inc* Financial Services -18.37 2.38
    Xilinx Inc* Technology 32.10 2.02
    Universal Health Services Inc Cl* Healthcare 12.68 1.73
    Becton, Dickinson and Co* Healthcare 11.86 1.65
    Walmart Inc* Consumer Defensive -2.76 0.74
    SJW Group* Utilities -12.30 0.69
    Woodward Inc* Industrials -2.08 0.49
    Boston Properties Inc* RealEstate -0.38 0.48
    American Water Works Co Inc* Utilities 8.47 0.47
    Medtronic PLC* Healthcare 20.05 0.47
    Brown-Forman Corp Class B* Consumer Defensive -12.57 0.25
    Pentair PLC* Industrials -10.52 0.25
    Graco Inc* Industrials -6.42 0.24
    Republic Services Inc Class A* Industrials 11.41 0.14
    Prologis Inc* RealEstate 4.45 0.13
    Avery Dennison Corp* Industrials -18.88 0.09
    Royal Caribbean Cruises Ltd* Consumer Cyclical -10.50 0.07
    Delta Air Lines Inc* Industrials 2.91 0.06
    Yum Brands Inc* Consumer Cyclical 12.36 0.06
    Phillips 66* Energy -9.11 0.04

    Best 5-Year Relative Performance | More
    12-10-18

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 31 --

    Worst 5-Year Relative Performance | More
    12-10-18

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 31 --

    Lowest Expenses | More
    12-10-18

    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
    12-10-18

    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
    12-10-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Scott A. Moore 6.00
    Nuance Mid Cap Value Scott A. Moore 4.70
    Nuance Concentrated Chad Baumler 2.90

    Shortest Manager Tenure | More
    12-10-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Chad Baumler 2.90
    Nuance Mid Cap Value Scott A. Moore 4.70
    Nuance Concentrated Scott A. Moore 6.00