NMAVX : Nuance Mid Cap Value Fund Investor Class

NMAVX is a US Stocks Market Mid-Cap Value with HIGH fees.

NMAVX

Nuance Mid Cap Value Fund Investor Class

FI Score

45 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

45% FI Score
  • nmavx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Nuance Mid Cap Value Fund Investor Class

Expenses: 1.18% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. 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 invests primarily in common stocks of companies organized in the United States that the Adviser believes are high quality, though temporarily out of favor. The fund typically invests in a portfolio of 50 to 90 companies. The Adviser defines mid-capitalization companies as companies within the range of the capitalization of companies constituting the Russell Midcap® Index.

Largest Holdings

Amount Holding
6.50% WABCO Holdings Inc
6.13% The Travelers Companies Inc
5.41% Equity Commonwealth
4.19% Reinsurance Group of America Inc
3.92% Smith & Nephew PLC ADR
3.58% ICU Medical Inc
3.38% Wright Medical Group NV
3.35% Cal-Maine Foods Inc
2.97% TD Ameritrade Holding Corp
2.95% Sanderson Farms Inc
2.90% Essential Utilities Inc Unit
2.86% Dentsply Sirona Inc
2.66% Amphenol Corp Class A
2.52% Merit Medical Systems Inc
2.37% MetLife Inc
2.25% Envista Holdings Corp Ordinary Shares
2.01% Chubb Ltd
1.89% Lindsay Corp
1.71% Henkel AG & Co KGaA ADR
1.63% Aqua Amer
1.45% Unum Group
1.42% UMB Financial Corp
1.42% Universal Health Services Inc Class B
1.35% Valley National Bancorp
1.27% SJW Group

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