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Nuance Mid Cap Value Institutional (NMVLX)

13.25 +0.13 (+0.99%)
At close: 8:00 PM EST
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DELL
  • Previous Close 13.12
  • YTD Return 5.99%
  • Expense Ratio 0.94%
  • Category Mid-Cap Value
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 1.53B
  • Beta (5Y Monthly) 0.66
  • Yield 1.85%
  • 5y Average Return --
  • Holdings Turnover 78.00%
  • Last Dividend 0.24
  • Inception Date May 8, 2017

Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities issued by mid-capitalization companies. It typically invests in a portfolio of 50 to 90 companies. Although the fund will invest primarily in U.S. companies, it may invest up to 15% of its assets in non-U.S. companies that are classified as “developed” by MSCI, Inc. (“MSCI”).

Nuance Investments

Fund Family

Mid-Cap Value

Fund Category

1.53B

Net Assets

2017-05-08

Inception Date

Performance Overview: NMVLX

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Trailing returns as of 11/21/2024. Category is Mid-Cap Value.

YTD Return

NMVLX
5.99%
Category
21.28%
?

1-Year Return

NMVLX
22.44%
Category
55.83%
?

3-Year Return

NMVLX
3.28%
Category
11.08%
?

5-Year Return

NMVLX
5.97%
Category
11.93%
?

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Holdings: NMVLX

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Top 10 Holdings (51.10% of Total Assets)

SymbolCompany% Assets
FGXXX
First American Funds, Inc. - Government Obligations Fund 8.61%
XRAY
DENTSPLY SIRONA Inc. 7.04%
HENKY
Henkel AG & Co. KGaA 5.57%
CLX
The Clorox Company 5.27%
QGEN
Qiagen N.V. 5.00%
MMM
3M Company 4.58%
UUGRY
United Utilities Group PLC 4.31%
NTRS
Northern Trust Corporation 4.25%
SOLV
Solventum Corporation 3.24%
HSIC
Henry Schein, Inc. 3.24%

Sector Weightings

Recent News: NMVLX

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Research Reports: NMVLX

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