Nuance Mid Cap Fund Quote
| NMAVX Fund | USD 13.42 0.14 1.05% |
Performance1 of 100
| Odds Of DistressLess than 21
|
Nuance Mid is trading at 13.42 as of the 24th of November 2024; that is 1.05 percent up since the beginning of the trading day. The fund's open price was 13.28. Nuance Mid has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Nuance Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of August 2024 and ending today, the 24th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in securities issued by mid-capitalization companies. It typically invests in a portfolio of 50 to 90 companies. Although the fund will invest primarily in U.S. companies, it may invest up to 15 percent of its assets in non-U.S. More on Nuance Mid Cap
Moving together with 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 Mid Cap [NMAVX] is traded in USA and was established 24th of November 2024. Nuance Mid 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 3.07 B in assets with minimum initial investment of 2.5 K. Nuance Mid Cap is currently producing year-to-date (YTD) return of 8.29% with the current yeild of 0.02%, while the total return for the last 3 years was 3.62%.
Check Nuance Mid 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 Mid Cap 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 Mid Cap Mutual Fund Constituents
| KMB | Kimberly Clark | Stock | Consumer Staples | |
| CBSH | Commerce Bancshares | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| AMTD | AMTD IDEA Group | Stock | Financials | |
| ICUI | ICU Medical | Stock | Health Care | |
| CB | Chubb | Stock | Financials | |
| EQC | Equity Commonwealth | Stock | Real Estate | |
| APH | Amphenol | Stock | Information Technology |
Nuance Mid Cap Risk Profiles
| Mean Deviation | 0.5748 | |||
| Semi Deviation | 0.7621 | |||
| Standard Deviation | 0.7376 | |||
| Variance | 0.5441 |
Nuance Mid Against Markets
Other Information on Investing in Nuance Mutual Fund
Nuance Mid 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 Mid security.
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