Nuance Investments

Value. Delivered.

Nuance Mid Cap Value Separate Account Overall Rating¹

Historical Breakdown

55%

34%

11%

Current

¹Out of 150 Mid-Cap Value separate accounts, as of 12/31/2025. Nuance pays a licensing fee for the right to display this rating.

The top 10% of separate accounts in a category receive 5 stars, the next 22.5% receive 4 stars.

Value. Delivered.

Nuance Concentrated Value Separate Account Overall Rating¹

Historical Breakdown

36%

29%

30%

Current

¹Out of 150 Mid-Cap Value separate accounts, as of 12/31/2025. Nuance pays a licensing fee for the right to display this rating.

The top 10% of separate accounts in a category receive 5 stars, the next 22.5% receive 4 stars.

Nuance Concentrated Value Sharpe Ratio

18th Percentile Sharpe Ratio
90 of 518 Morningstar Large Value Peers since inception*
7th Percentile Sharpe Ratio
17 of 270 Lipper Multi-Cap Value Peers since inception*
2nd Percentile Sharpe Ratio
3 of 160 Morningstar Mid-Value Peers since inception*

*Since inception 11/30/2008 to 3/31/2026.

Nuance Mid Cap Value Sharpe Ratio

1st Percentile Sharpe Ratio
1 of 160 Morningstar Mid-Cap Value Peers since inception*
1st Percentile Sharpe Ratio
1 of 61 Lipper Mid-Cap Value Peers since inception*

*Since inception 11/30/2008 to 3/31/2026.

Value. Delivered.

Nuance Mid Cap Value Separate Account Overall Rating¹

Historical Breakdown

Current

Value. Delivered.

Nuance Concentrated Value Separate Account Overall Rating¹

Historical Breakdown

Current

Nuance Concentrated Value Sharpe Ratio

18th Percentile Sharpe Ratio
90 of 518 Morningstar Large Value Peers since inception*
7th Percentile Sharpe Ratio
17 of 270 Lipper Multi-Cap Value Peers since inception*
2nd Percentile Sharpe Ratio
3 of 160 Morningstar Mid-Value Peers since inception*

Nuance Mid Cap Value Sharpe Ratio

1st Percentile Sharpe Ratio
1 of 160 Morningstar Mid-Cap Value Peers since inception*
1st Percentile Sharpe Ratio
1 of 61 Lipper Mid-Cap Value Peers since inception*

Manager Commentary

Nuance Portfolio Manager Promotion

Nuance Announces New Podcast

Investment Solutions

Investor Resources

About Nuance Investments

Connect with Us

Value. Delivered.

Nuance Mid Cap Value Separate Account Overall Rating1

Historical Breakdown

Current

Value. Delivered.

Nuance Concentrated Value Separate Account Overall Rating1

Historical Breakdown

Current

Nuance Concentrated Value Sharpe Ratio

18th Percentile Sharpe Ratio90 of 518 Morningstar Large Value Peers since inception*7th Percentile Sharpe Ratio17 of 270 Lipper Multi-Cap Value Peers since inception*2nd Percentile Sharpe Ratio3 of 160 Morningstar Mid-Value Peers since inception*

Nuance Mid Cap Value Sharpe Ratio

1st Percentile Sharpe Ratio 1 of 160 Morningstar Mid-Cap Value Peers since inception*1st Percentile Sharpe Ratio 1 of 61 Lipper Mid-Cap Value Peers since inception*

Manager Commentary

Nuance Portfolio Manager Promotion

Nuance Announces New Podcast

Investment Solutions

Investor Resources

About Nuance Investments

Connect with Us

Nuance Mid Cap Value Separate Account Overall Rating¹

Nuance Concentrated Value Separate Account Overall Rating¹

18th Percentile Sharpe Ratio
90 of 518 Morningstar Large Value Peers since inception*
7th Percentile Sharpe Ratio
17 of 270 Lipper Multi-Cap Value Peers since inception*
2nd Percentile Sharpe Ratio
3 of 160 Morningstar Mid-Value Peers since inception*

1st Percentile Sharpe Ratio
1 of 160 Morningstar Mid-Cap Value Peers since inception*
1st Percentile Sharpe Ratio
1 of 61 Lipper Mid-Cap Value Peers since inception*