Morningstar

Nuance Mid Cap Value Fund Z Class Shares NMVZX

Morningstar Medalist Rating
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Medalist Rating as of See Nuance Investments Investment Hub
  • NAV / 1-Day Return $13.87  /  +0.22 %
  • Fund Size $269.8M
  • Adjusted Expense Ratio 0.810%
  • Net Expense Ratio 0.790%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 1.31%
  • Turnover Ratio 110%
NAV and 1-Day Return as of

Morningstar’s Analysis NMVZX

Will NMVZX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NMVZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NMVZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NMVZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuance Mid Cap Value Z holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings NMVZX

More NMVZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.6
Top 10 Holdings
% Portfolio Weight
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