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Nuance Mutual Funds

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Nuance Concentrated Value Fund

Strategy & Objective

Nuance Concentrated Value Fund seeks long term capital appreciation.

Performance 5/31/2011 - 3/31/2026For the quarter ending 3/31/2026
QTDYTD 20261 Year3 Year5 Year7 Year10 YearSince Inception Return (Inception 05/31/11)
Nuance Concentrated Value Fund Institutional (NCVLX)1.121.1210.155.164.056.057.108.39
Russell 3000® Value Index2.232.2316.3714.269.1910.5310.5210.35
S&P 500® Index-4.33-4.3317.8018.3212.0614.4414.1613.31
Performance 7/31/2012 - 3/31/2026For the quarter ending 3/31/2026
QTDYTD 20261 Year3 Year5 Year7 Year10 YearSince Inception Return (Inception 07/31/12)
Nuance Concentrated Value Fund Investor (NCAVX)-4.03-4.034.493.112.735.016.268.28
Russell 3000® Value Index2.232.2316.3714.269.1910.5310.5211.17
S&P 500® Index-4.33-4.3317.8018.3212.0614.4414.1614.11
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