Nuance Investments Fund Family Report
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  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return7.60-2.2819.7511.691.88
    Category Average9.26-5.1617.0513.403.09
    Assets for Each Yr*0.630.480.891.131.19
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 1.88 11.29 12.28

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,194 mil $2,500 10.41 89.59
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 95.31 1.18 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    Procter & Gamble Co* Consumer Defensive -11.92 3.54
    Hub Group Inc Class A* Industrials -7.20 3.34
    Rockwell Collins Inc* Industrials 0.95 3.11
    Kimberly-Clark Corp* Consumer Defensive -7.23 2.94
    Commerce Bancshares Inc* Financial Services 5.43 2.86
    Praxair Inc* Basic Materials -1.25 2.44
    The Travelers Companies Inc* Financial Services 2.14 2.34
    Equity Commonwealth* RealEstate -5.24 2.20
    Orbital ATK Inc* Industrials 0.47 1.83
    M&T Bank Corp* Financial Services 12.77 1.67
    MetLife Inc* Financial Services -6.35 1.66
    Heartland Express Inc* Industrials -14.95 1.57
    Abbott Laboratories* Healthcare 3.85 1.35
    Johnson & Johnson* Healthcare -7.02 1.35
    Globus Medical Inc Class A* Healthcare 16.79 1.24
    California Water Service Group* Utilities -13.81 1.12
    United Parcel Service Inc Class * Industrials -11.36 1.11
    Everest Re Group Ltd* Financial Services 8.44 1.10
    Clorox Co* Consumer Defensive -14.53 1.09
    Cerner Corp* Technology -5.97 0.96

    Best 5-Year Relative Performance | More
    02-21-18

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 68 --

    Worst 5-Year Relative Performance | More
    02-21-18

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 68 --

    Lowest Expenses | More
    02-21-18

    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
    02-21-18

    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
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Scott A. Moore 5.20
    Nuance Mid Cap Value Scott A. Moore 3.90
    Nuance Concentrated Chad Baumler 2.10

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Chad Baumler 2.10
    Nuance Mid Cap Value Scott A. Moore 3.90
    Nuance Concentrated Scott A. Moore 5.20