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Nuance Mid Cap Value Institutional (NMVLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.30-0.11 (-0.89%)
As of 08:05AM EDT. Market open.

Nuance Mid Cap Value Institutional

MILWAUKEE WI 53202

615 EAST MICHIGAN STREET

Managed Portfolio Series (Nuance)

816-743-7080
Management Information
Scott A. Moore,Lead Manager since December 30, 2013
Scott Moore is the President and Co-Chief Investment Officer of Nuance and is a co-owner of the firm. He founded the firm in November, 2008 and is also the Lead Portfolio Manager for Nuance Concentrated Value and Nuance Mid Cap Value. Scott has more than 32 years of investment experience, more than 30 years of value investment analyst experience and more than 24 years of portfolio management experience using a classic value approach. For the decade before co-founding Nuance, Scott managed more than $10 billion in institutional, intermediary and mutual fund assets for American Century Investments (ACI). Prior to becoming a Portfolio Manager, he spent three years as an Investment Analyst at ACI, specializing in the Telecommunications, Utilities, and Industrials sectors. He also worked as an Investment Analyst at Boatmen’s Trust Company in St. Louis, Missouri, and at ACI as a Fixed Income Investment Analyst. Scott holds a Bachelor of Science (BS) in Finance from Southern Illinois University and a Master of Business Administration (MBA) with an emphasis in Finance from the University of Missouri. Scott is a CFA® charterholder and a member of the CFA Institute.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Value
Fund FamilyNuance Investments
Net Assets2.39B
YTD Return-1.55%
Yield1.76%
Morningstar Rating★★★
Inception DateMay 7, 2017

Fund Operations

Last Dividend0.05
Last Cap Gain4.00
Holdings Turnover62.00%
Average for CategoryN/A

Fees & Expenses

ExpenseNMVLXCategory Average
Annual Report Expense Ratio (net)0.94%1.01%
Prospectus Net Expense Ratio0.94%N/A
Prospectus Gross Expense Ratio0.98%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A