Nuance Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return-2.2819.7511.69-4.9517.56
    Category Average-4.1614.8214.91-11.1515.33
    Assets for Each Yr*0.480.891.131.131.69
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 17.56 10.91 7.29

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,690 mil $2,500 7.33 92.67
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 97.50 1.07 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-12-19

      Sector YTD Return % % Net Assets  
    Equity Commonwealth* RealEstate 9.50 4.95
    Reinsurance Group of America Inc* Financial Services 14.81 4.52
    MetLife Inc* Financial Services 26.11 2.77
    SJW Group* Utilities 14.11 2.02
    Northern Trust Corp* Financial Services 10.71 1.96
    UMB Financial Corp* Financial Services 8.58 1.96
    Lindsay Corp* Industrials -7.88 1.86
    Cal-Maine Foods Inc* Consumer Defensive -5.55 1.79
    Johnson & Johnson* Healthcare 5.50 0.88
    Universal Health Services Inc Cl* Healthcare 14.19 0.59
    3M Co* Industrials -7.52 0.52
    TE Connectivity Ltd* Technology 26.06 0.35
    California Water Service Group* Utilities 7.71 0.34
    Waters Corp* Healthcare 15.10 0.34
    Ecolab Inc* Basic Materials 36.22 0.33
    Medtronic PLC* Healthcare 10.26 0.26
    Progressive Corp* Financial Services 44.38 0.09
    Coca-Cola Co* Consumer Defensive 11.76 0.08
    Cintas Corp* Industrials 44.32 0.08
    Prologis Inc* RealEstate 38.10 0.08

    Best 5-Year Relative Performance | More
    07-12-19

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Mid Cap Value Institu 3 --
    Nuance Concentrated Value In 54 --

    Worst 5-Year Relative Performance | More
    07-12-19

    Fund Name 5-Yr Rank Analyst Report  
    Nuance Concentrated Value In 54 --
    Nuance Mid Cap Value Institu 3 --

    Lowest Expenses | More
    07-12-19

    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
    07-12-19

    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
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Scott A. Moore 6.60
    Nuance Mid Cap Value Scott A. Moore 5.30
    Nuance Concentrated Chad Baumler 3.50

    Shortest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Nuance Concentrated Chad Baumler 3.50
    Nuance Mid Cap Value Scott A. Moore 5.30
    Nuance Concentrated Scott A. Moore 6.60