Nuance Investments
Nuance Investments is an industry-standard asset manager, resulting in an Average Parent Pillar rating. However, an area of strength for the firm is that they've delivered strong risk-adjusted returns for shareholders, with an average five-year Morningstar Rating of 4.4 stars across its open-end and exchange-traded products. The metric measures the risk-adjusted performance of an asset manager's currently live funds. The firm's lineup has been durable. It has had a 10-year success ratio of 100%, meaning that of the strategies with a 10-year track record, 100% have both survived and beaten their respective category median. A high success ratio not only indicates good performance but also provides insight into a firm’s discipline around investment strategy and product development. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.
Nuance Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
3.59 BilInvestment Flows (TTM)
−605.07 MilAsset Growth Rate (TTM)
−14.90%# of Share Classes
7Morningstar Rating | # of Share Classes | |
---|---|---|
0 | ||
2 | ||
3 | ||
2 | ||
0 | ||
Not Rated | 0 |
Name
|
Morningstar Rating Overall
| |
---|---|---|
Nuance Concentrated Value Investor | 30 | |
Nuance Concentrated Value Institutional | 25 | |
Nuance Mid Cap Value Investor | 30 | |
Nuance Mid Cap Value Z | 22 | |
Nuance Mid Cap Value Institutional | 24 |