Nuance Investments Fund Family Report
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  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return-2.2819.7511.69-4.9515.98
    Category Average-4.1614.8214.91-11.1516.49
    Assets for Each Yr*0.480.891.131.131.58
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 15.98 10.09 7.67

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,583 mil $2,500 7.93 92.07
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 97.97 1.06 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Equity Commonwealth* RealEstate 7.10 4.10
    MetLife Inc* Financial Services 18.12 3.23
    Everest Re Group Ltd* Financial Services 15.18 3.02
    Valley National Bancorp* Financial Services 17.12 2.03
    Baxter International Inc* Healthcare 17.12 1.49
    Universal Health Services Inc Cl* Healthcare 4.50 1.32
    Simpson Manufacturing Co Inc* Industrials 21.28 0.98
    Healthcare Realty Trust Inc* RealEstate 14.38 0.68
    Brown-Forman Corp Class B* Consumer Defensive 10.29 0.66
    Werner Enterprises Inc* Industrials 13.34 0.65
    3M Co* Industrials -9.07 0.63
    Walmart Inc* Consumer Defensive 9.90 0.46
    Globus Medical Inc Class A* Healthcare -0.28 0.34
    Hub Group Inc Class A* Industrials 14.46 0.33
    Waste Management Inc* Industrials 21.94 0.08
    Ross Stores Inc* Consumer Cyclical 15.55 0.07
    Realty Income Corp* RealEstate 11.38 0.07
    Progressive Corp* Financial Services 33.37 0.07
    HCA Healthcare Inc* Healthcare -1.08 0.04
    Yum Brands Inc* Consumer Cyclical 10.65 0.04

    Best 5-Year Relative Performance | More
    05-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Mid Cap Value Institu 3 --
    Nuance Concentrated Value In 41 --

    Worst 5-Year Relative Performance | More
    05-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 41 --
    Nuance Mid Cap Value Institu 3 --

    Lowest Expenses | More
    05-16-19

    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
    05-16-19

    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
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Scott A. Moore 6.40
    Nuance Mid Cap Value Scott A. Moore 5.10
    Nuance Concentrated Chad Baumler 3.40

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Chad Baumler 3.40
    Nuance Mid Cap Value Scott A. Moore 5.10
    Nuance Concentrated Scott A. Moore 6.40