Nuance Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-18

    Total ReturnCategory Average
    Total Return7.60-2.2819.7511.69-1.93
    Category Average9.26-5.1617.0513.40-0.26
    Assets for Each Yr*0.630.480.891.131.15
    *billions

    Trailing Returns %
    05-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.93 6.90 9.54

    Key Stats
    05-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,145 mil $2,500 10.58 89.42
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 96.06 1.18 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-18

      Sector YTD Return % % Net Assets  
    The Travelers Companies Inc* Financial Services -7.18 3.72
    Procter & Gamble Co* Consumer Defensive -14.20 3.41
    Kimberly-Clark Corp* Consumer Defensive -14.66 3.13
    Rockwell Collins Inc* Industrials -0.36 2.98
    MetLife Inc* Financial Services -7.97 2.66
    Becton, Dickinson and Co* Healthcare 11.70 2.51
    Northern Trust Corp* Financial Services 8.26 2.51
    Everest Re Group Ltd* Financial Services 5.13 2.33
    Equity Commonwealth* RealEstate 3.51 2.25
    Praxair Inc* Basic Materials 3.30 2.08
    Abbott Laboratories* Healthcare 9.51 1.93
    Hub Group Inc Class A* Industrials 9.60 1.85
    Clorox Co* Consumer Defensive -12.12 1.77
    Colgate-Palmolive Co* Consumer Defensive -13.25 1.39
    Heartland Express Inc* Industrials -18.38 1.33
    Ecolab Inc* Basic Materials 4.11 1.13
    Cerner Corp* Technology -11.25 0.90
    Northwest Natural Gas Co* Utilities 6.61 0.85
    The Hershey Co* Consumer Defensive -17.20 0.80
    Healthcare Realty Trust Inc* RealEstate -9.00 0.60

    Best 5-Year Relative Performance | More
    06-22-18

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 77 --

    Worst 5-Year Relative Performance | More
    06-22-18

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 77 --

    Lowest Expenses | More
    06-22-18

    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
    06-22-18

    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
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Scott A. Moore 5.50
    Nuance Mid Cap Value Scott A. Moore 4.20
    Nuance Concentrated Chad Baumler 2.50

    Shortest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Chad Baumler 2.50
    Nuance Mid Cap Value Scott A. Moore 4.20
    Nuance Concentrated Scott A. Moore 5.50