Nuance Investments Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return7.60-2.2819.7511.690.66
    Category Average9.26-5.1617.0513.402.87
    Assets for Each Yr*0.630.480.891.131.20
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.66 9.06 9.51

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,203 mil $2,500 10.57 89.43
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 96.31 1.06 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Cerner Corp* Technology -3.12 3.10
    Equity Commonwealth* RealEstate 4.98 2.88
    Becton, Dickinson and Co* Healthcare 18.95 2.66
    MetLife Inc* Financial Services -6.69 2.62
    UMB Financial Corp* Financial Services 6.54 2.39
    Northern Trust Corp* Financial Services 8.66 2.38
    Amphenol Corp Class A* Technology 7.60 2.29
    Everest Re Group Ltd* Financial Services -0.12 2.09
    Xilinx Inc* Technology 6.93 1.91
    White Mountains Insurance Group * Financial Services 9.36 1.81
    WR Berkley Corp* Financial Services 9.18 1.73
    Clorox Co* Consumer Defensive 1.04 1.54
    Northwest Natural Gas Co* Utilities 11.51 1.26
    Abbott Laboratories* Healthcare 14.88 1.21
    Reinsurance Group of America Inc* Financial Services -6.98 0.99
    United Parcel Service Inc Class * Industrials 4.52 0.95
    AptarGroup Inc* Consumer Cyclical 20.24 0.95
    Procter & Gamble Co* Consumer Defensive -6.60 0.74
    Healthcare Realty Trust Inc* RealEstate -1.34 0.67
    ONE Gas Inc* Utilities 11.12 0.66

    Best 5-Year Relative Performance | More
    08-17-18

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 72 --

    Worst 5-Year Relative Performance | More
    08-17-18

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 72 --

    Lowest Expenses | More
    08-17-18

    Fund Name Expense Ratio Analyst Report  
    Nuance Mid Cap Value Institu 0.93 --
    Nuance Concentrated Value In 1.06 --
    Nuance Concentrated Value L- 1.55 --

    Highest Expenses | More
    08-17-18

    Fund Name Expense Ratio Analyst Report  
    Nuance Concentrated Value L- 1.55 --
    Nuance Concentrated Value In 1.06 --
    Nuance Mid Cap Value Institu 0.93 --

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Scott A. Moore 5.70
    Nuance Mid Cap Value Scott A. Moore 4.40
    Nuance Concentrated Chad Baumler 2.60

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Chad Baumler 2.60
    Nuance Mid Cap Value Scott A. Moore 4.40
    Nuance Concentrated Scott A. Moore 5.70