Nuance Investments Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return33.377.60-2.2819.757.50
    Category Average34.959.26-5.1617.057.70
    Assets for Each Yr*0.230.630.480.891.10
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 7.50 8.38 13.64

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,103 mil $2,500 10.44 89.56
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 94.70 1.18 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-20-17

      Sector YTD Return % % Net Assets  
    Heartland Express Inc* Industrials 17.98 4.17
    Frank's International NV* Energy -43.74 4.08
    Northern Trust Corp* Financial Services 8.31 3.81
    Praxair Inc* Basic Materials 24.16 3.62
    Patterson Companies Inc* Healthcare -1.56 3.25
    National Fuel Gas Co* Energy 3.91 2.67
    Abbott Laboratories* Healthcare 49.39 2.49
    Procter & Gamble Co* Consumer Defensive 8.22 2.43
    Hub Group Inc Class A* Industrials -9.03 2.37
    BOK Financial Corp* Financial Services 11.07 2.36
    Schlumberger Ltd* Energy -22.99 2.32
    Johnson & Johnson* Healthcare 25.75 2.31
    United Parcel Service Inc Class * Industrials 6.64 2.22
    Cerner Corp* Technology 54.13 1.51
    Wal-Mart Stores Inc* Consumer Defensive 28.72 1.37
    Compass Minerals International I* Basic Materials -13.84 1.29
    H.B. Fuller Co* Basic Materials 20.66 1.09
    Globus Medical Inc Class A* Healthcare 23.54 1.06
    Emerson Electric Co* Industrials 20.57 0.89
    WGL Holdings Inc* Utilities 15.19 0.73

    Best 5-Year Relative Performance | More
    10-20-17

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 44 --

    Worst 5-Year Relative Performance | More
    10-20-17

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 44 --

    Lowest Expenses | More
    10-20-17

    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
    10-20-17

    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
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Scott A. Moore 4.90
    Nuance Mid Cap Value Scott A. Moore 3.60
    Nuance Concentrated Chad Baumler 1.80

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Chad Baumler 1.80
    Nuance Mid Cap Value Scott A. Moore 3.60
    Nuance Concentrated Scott A. Moore 4.90