Nuance Concentrated Value Fund

U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 30.62 percent over the past year, and 18.62 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 10.5%
1 Year 30.6%
3 Years (Annualized) 18.6%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies organized in the United States that the Adviser believes are high quality, though temporarily out of favor. It typically invests in a portfolio of 15 to 35 companies of various market capitalizations and is considered an all-cap strategy. Although the fund will invest primarily in the common stocks of U.S. companies, the fund may invest up to 25% of its assets in common stocks of foreign companies that are organized and headquartered in countries classified as "developed" by MSCI. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Nuance Concentrated Value Fund has an expense ratio of 1.40 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

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