March 07 , 2018
Kansas City, MO - March 7th, 2018 - Nuance Investment’s Mid Cap Value Fund was recently announced as a winner for a Thomson Reuters Lipper Fund award for the 3 year period as of 11/30/2017, in the Mid Cap Value Category, ranked #1 out of 42 funds, based on historical risk adjusted returns. These awards honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers.
The Thomson Reuters Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see lipperalpha.financial.thomsonreuters.com/lipper.ﾠAlthough Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.
Nuance may pay a licensing fee for the right to use and display third party rankings and awards. The ratings may not be representative of any one client's experience and are not indicative of Nuance's future performance.
From Thomson Reuters Lipper Awards, ©2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.
February 03 , 2018
Kansas City, MO - February 3rd, 2018 - Nuance Investment’s Mid Cap Value Fund (NMAVX) has been chosen to be included on the Q1 2018 Schwab Mutual Fund OneSource Select List®. Mutual funds on the Select List are rigorously screened by the experts in Charles Schwab Investment Advisory, Inc., based on such factors as risk, performance, and expenses.
*Derived from a weighted average of the Fund’s three-, five-, and ten-year risk adjusted return measure, if applicable.ﾠ
You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a statutory and summary prospectus that contains this and other important information about the Fund’s call 1-855- NUANCE3 (855-682-6233) or visit our website at www.nuanceinvestments.com. Please read the prospectus carefully before investing.
The Morningstar RatingTM for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its three-,five- and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10- year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Nuance Mid Cap Value Institutional was rated against the following number of U.S.-domiciled Mid-Cap Value funds over the following time periods: 385 in the last three years and 364 in the last five. With respect to these Mid-Cap Value funds, Nuance Mid Cap Value Institutional received a Morningstar Rating of 1 stars for 3-year rating and 5 stars for 5-year rating respectively. Morningstar Rating is for the share class only; other classes may have different performance characteristics.
© 2023 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results .
Mutual fund investing involves risk; Principal loss is possible.
The Nuance Funds are distributed by Quasar Distributors, LLC.
Nuance pays a licensing fee for the right to use and display third party rankings and awards. The ratings are not representative of any one client’s experience and are not indicative of Nuance’s future performance.
How to invest
Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, please contact us.
Nuance Investments, LLC
4900 Main Street, Suite 220
Kansas City, MO 64112
Telephone: (816) 743-7080
Fax: (816) 743-7099
Nuance Investments, LLC • 4900 Main Street, Suite 220, Kansas City, MO 64112