Nuance Centrated Value Fund Quote
| NCAVX Fund | USD 13.26 0.15 1.14% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Nuance Concentrated is trading at 13.26 as of the 24th of November 2024; that is 1.14 percent up since the beginning of the trading day. The fund's open price was 13.11. Nuance Concentrated has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Nuance Centrated Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of September 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund invests primarily in equity securities of companies organized in the United States that the Adviser believes are high quality, though temporarily out of favor. It typically invests in a portfolio of 15 to 35 companies of various market capitalizations and is considered an all-cap strategy. More on Nuance Centrated Value
Moving together with Nuance Mutual Fund
| 1.0 | NCVLX | Nuance Centrated Value | PairCorr |
| 0.94 | NMAVX | Nuance Mid Cap | PairCorr |
| 0.94 | NMVLX | Nuance Mid Cap | PairCorr |
| 0.94 | NMVZX | Nuance Mid Cap | PairCorr |
Moving against Nuance Mutual Fund
Nuance Mutual Fund Highlights
| Fund Concentration | Nuance Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Nuance Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of August 2022 |
| Fiscal Year End | April |
Nuance Centrated Value [NCAVX] is traded in USA and was established 24th of November 2024. Nuance Concentrated is listed under Nuance Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Nuance Investments family. This fund now has accumulated 274.14 M in assets with no minimum investment requirementsNuance Centrated Value is currently producing year-to-date (YTD) return of 4.41% with the current yeild of 0.01%, while the total return for the last 3 years was 2.89%.
Check Nuance Concentrated Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nuance Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nuance Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nuance Centrated Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Nuance Centrated Value Mutual Fund Constituents
| PX | P10 Inc | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| BDX | Becton Dickinson and | Stock | Health Care | |
| ICUI | ICU Medical | Stock | Health Care | |
| EQC | Equity Commonwealth | Stock | Real Estate | |
| NTRS | Northern Trust | Stock | Financials | |
| TRV | The Travelers Companies | Stock | Financials | |
| MMM | 3M Company | Stock | Industrials |
Nuance Centrated Value Risk Profiles
| Mean Deviation | 0.6544 | |||
| Semi Deviation | 0.9746 | |||
| Standard Deviation | 0.8315 | |||
| Variance | 0.6915 |
Nuance Concentrated Against Markets
Other Information on Investing in Nuance Mutual Fund
Nuance Concentrated financial ratios help investors to determine whether Nuance Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nuance with respect to the benefits of owning Nuance Concentrated security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |