Nuance Investments

Value. Delivered.

Nuance Mid Cap Value Separate Account Overall Rating¹

Historical Breakdown

54%

33%

12%

Current

¹Out of 150 Mid-Cap Value separate accounts, as of 6/30/2026. Nuance pays a licensing fee for the right to display this rating.

The top 10% of separate accounts in a category receive 5 stars, the next 22.5% receive 4 stars.

Value. Delivered.

Nuance Concentrated Value Separate Account Overall Rating¹

Historical Breakdown

35%

28%

30%

Current

¹Out of 150 Mid-Cap Value separate accounts, as of 6/30/2026. Nuance pays a licensing fee for the right to display this rating.

The top 10% of separate accounts in a category receive 5 stars, the next 22.5% receive 4 stars.

Nuance Concentrated Value Sharpe Ratio

17th Percentile Sharpe Ratio
97 of 598 Morningstar Large Value Peers since inception*
7th Percentile Sharpe Ratio
22 of 274 Lipper Multi-Cap Value Peers since inception*
2nd Percentile Sharpe Ratio
3 of 187 Morningstar Mid-Value Peers since inception*

*Since inception 11/30/2008 to 6/30/2026.

Nuance Mid Cap Value Sharpe Ratio

1st Percentile Sharpe Ratio
1 of 187 Morningstar Mid-Cap Value Peers since inception*
1st Percentile Sharpe Ratio
1 of 46 Lipper Mid-Cap Value Peers since inception*

*Since inception 11/30/2008 to 6/30/2026.

Value. Delivered.

Nuance Mid Cap Value Separate Account Overall Rating¹

Historical Breakdown

Current

Value. Delivered.

Nuance Concentrated Value Separate Account Overall Rating¹

Historical Breakdown

Current

Nuance Concentrated Value Sharpe Ratio

17th Percentile Sharpe Ratio
97 of 598 Morningstar Large Value Peers since inception*
7th Percentile Sharpe Ratio
22 of 274 Lipper Multi-Cap Value Peers since inception*
2nd Percentile Sharpe Ratio
3 of 187 Morningstar Mid-Value Peers since inception*

Nuance Mid Cap Value Sharpe Ratio

1st Percentile Sharpe Ratio
1 of 187 Morningstar Mid-Cap Value Peers since inception*
1st Percentile Sharpe Ratio
1 of 46 Lipper Mid-Cap Value Peers since inception*

Manager of the Decade

January 2026 Semi-Annual Call

Portfolio Manager Promotion

Investment Solutions

Investor Resources

About Nuance Investments

Connect with Us

Value. Delivered.

Nuance Mid Cap Value Separate Account Overall Rating1

Historical Breakdown

Current

Value. Delivered.

Nuance Concentrated Value Separate Account Overall Rating1

Historical Breakdown

Current

Nuance Concentrated Value Sharpe Ratio

17th Percentile Sharpe Ratio97 of 598 Morningstar Large Value Peers since inception*7th Percentile Sharpe Ratio22 of 274 Lipper Multi-Cap Value Peers since inception*2nd Percentile Sharpe Ratio3 of 187 Morningstar Mid-Value Peers since inception*

Nuance Mid Cap Value Sharpe Ratio

1st Percentile Sharpe Ratio 1 of 187 Morningstar Mid-Cap Value Peers since inception*1st Percentile Sharpe Ratio 1 of 46 Lipper Mid-Cap Value Peers since inception*

Manager of the Decade

January 2026 Semi-Annual Call

Portfolio Manager Promotion

Investment Solutions

Investor Resources

About Nuance Investments

Connect with Us

Nuance Mid Cap Value Separate Account Overall Rating¹

Nuance Concentrated Value Separate Account Overall Rating¹

17th Percentile Sharpe Ratio
97 of 598 Morningstar Large Value Peers since inception*
7th Percentile Sharpe Ratio
22 of 274 Lipper Multi-Cap Value Peers since inception*
2nd Percentile Sharpe Ratio
3 of 187 Morningstar Mid-Value Peers since inception*

1st Percentile Sharpe Ratio
1 of 187 Morningstar Mid-Cap Value Peers since inception*
1st Percentile Sharpe Ratio
1 of 46 Lipper Mid-Cap Value Peers since inception*