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 22.79 percent over the past year.

Trailing Returns Updated 04.30.2013
Year to date 13.6%
1 Year 22.8%
3 Years (Annualized) N/A
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 equity securities 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. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Nuance Concentrated Value Fund has an expense ratio of 1.15 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

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