Recognition - Nuance Mid Cap Value Fund
March 7th, 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 3rd, 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.
Nuance Mid Cap Value Fund - Morningstar Rating
Rating 1 ﾠ
1 Out of 391 Mid-Cap Value Funds, as of 9/30/2021.
*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.
For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. 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 ten-year (if applicable) Morningstar Rating metrics. Nuance Mid Cap Value Institutional was rated against the following numbers of U.S.-domiciled Mid-Cap Value funds over the following time periods: 391 funds in the last three years and 348 funds in the last five years. With respect to these Mid-Cap Value funds, Nuance Mid Cap Value Institutional received a Morningstar Rating of 5 stars for the 3-year rating and 5 stars for the 5-year rating. Morningstar Rating is for the share class only; other classes may have different performance characteristics.
© 2021 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.