Nuance Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-2.2819.7511.69-4.9516.64
    Category Average-4.1614.8214.91-11.1511.73
    Assets for Each Yr*0.480.891.131.131.79
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 16.64 9.82 7.06

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,787 mil $2,500 7.08 92.92
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 97.33 1.07 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Mid Cap Value Institu 2 --
    Nuance Concentrated Value In 36 --

    Worst 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 36 --
    Nuance Mid Cap Value Institu 2 --

    Lowest Expenses | More
    09-16-19

    Fund Name Expense Ratio Analyst Report  
    Nuance Mid Cap Value Institu 0.93 --
    Nuance Concentrated Value In 1.07 --
    Nuance Concentrated Value L- 3.60 --

    Highest Expenses | More
    09-16-19

    Fund Name Expense Ratio Analyst Report  
    Nuance Concentrated Value L- 3.60 --
    Nuance Concentrated Value In 1.07 --
    Nuance Mid Cap Value Institu 0.93 --

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Scott A. Moore 6.80
    Nuance Mid Cap Value Scott A. Moore 5.50
    Nuance Concentrated Chad Baumler 3.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Chad Baumler 3.70
    Nuance Mid Cap Value Scott A. Moore 5.50
    Nuance Concentrated Scott A. Moore 6.80