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 9.34 90.66
    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
    12-13-18

      Sector YTD Return % % Net Assets  
    Dentsply Sirona Inc* Healthcare -42.30 4.53
    Sanderson Farms Inc* Consumer Defensive -27.17 4.23
    Equity Commonwealth* RealEstate 10.55 3.31
    Cerner Corp* Technology -15.76 3.29
    Amphenol Corp Class A* Technology -2.70 2.93
    Reinsurance Group of America Inc* Financial Services -9.41 2.84
    MetLife Inc* Financial Services -18.55 2.38
    Everest Re Group Ltd* Financial Services 0.80 2.25
    Xilinx Inc* Technology 34.32 2.02
    Universal Health Services Inc Cl* Healthcare 16.78 1.73
    Becton, Dickinson and Co* Healthcare 12.08 1.65
    White Mountains Insurance Group * Financial Services 5.59 1.63
    Johnson & Johnson* Healthcare 8.35 1.44
    AptarGroup Inc* Consumer Cyclical 17.80 1.03
    Abbott Laboratories* Healthcare 28.44 0.97
    Aflac Inc* Financial Services 6.61 0.75
    Procter & Gamble Co* Consumer Defensive 8.11 0.74
    Walmart Inc* Consumer Defensive -3.76 0.74
    Healthcare Realty Trust Inc* RealEstate -2.24 0.71
    Waters Corp* Healthcare -1.04 0.70

    Best 5-Year Relative Performance | More
    12-13-18

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 28 --

    Worst 5-Year Relative Performance | More
    12-13-18

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 28 --

    Lowest Expenses | More
    12-13-18

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

    Highest Expenses | More
    12-13-18

    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
    12-13-18

    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 3.00

    Shortest Manager Tenure | More
    12-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Chad Baumler 3.00
    Nuance Mid Cap Value Scott A. Moore 4.70
    Nuance Concentrated Scott A. Moore 6.00