Nuance Mutual Funds
Nuance Concentrated Value Fund
Strategy & Objective
Nuance Concentrated Value Fund seeks long term capital appreciation.
| Performance 5/31/2011 - 6/30/2026 | For the quarter ending 6/30/2026 | |||||||
|---|---|---|---|---|---|---|---|---|
| QTD | YTD 2026 | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | Since Inception Return (Inception 05/31/11) | |
| Nuance Concentrated Value Fund Institutional (NCVLX) | 8.35 | 9.57 | 14.45 | 6.62 | 4.85 | 6.51 | 7.58 | 8.83 |
| Russell 3000® Value Index | 14.02 | 16.56 | 27.78 | 17.81 | 10.97 | 12.04 | 11.48 | 11.13 |
| S&P 500® Index | 15.20 | 10.21 | 22.32 | 20.61 | 13.41 | 16.08 | 15.51 | 14.15 |
| Performance 7/31/2012 - 6/30/2026 | For the quarter ending 6/30/2026 | |||||||
|---|---|---|---|---|---|---|---|---|
| QTD | YTD 2026 | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | Since Inception Return (Inception 07/31/12) | |
| Nuance Concentrated Value Fund Investor (NCAVX) | 2.86 | 3.88 | 8.42 | 4.53 | 3.52 | 5.47 | 6.75 | 8.74 |
| Russell 3000® Value Index | 14.02 | 16.56 | 27.78 | 17.81 | 10.97 | 12.04 | 11.48 | 12.01 |
| S&P 500® Index | 15.20 | 10.21 | 22.32 | 20.61 | 13.41 | 16.08 | 15.51 | 15.01 |
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Nuance Investments
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