Nuance Mid Cap Fund Quote

NMVLX Fund  USD 11.92  0.04  0.33%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Nuance Mid is trading at 11.92 as of the 19th of March 2025; that is 0.33 percent down since the beginning of the trading day. The fund's open price was 11.96. Nuance Mid has about a 22 % 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. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. 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

  0.92NCAVX Nuance Centrated ValuePairCorr
  0.92NCVLX Nuance Centrated ValuePairCorr
  1.0NMAVX Nuance Mid CapPairCorr
  1.0NMVZX Nuance Mid CapPairCorr
  0.74FLPKX Fidelity Low PricedPairCorr

Nuance Mutual Fund Highlights

Fund ConcentrationNuance Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Nuance Investments (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of August 2022
Fiscal Year EndApril
Nuance Mid Cap [NMVLX] is traded in USA and was established 19th of March 2025. 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 no minimum investment requirementsNuance Mid Cap is currently producing year-to-date (YTD) return of 0.41% with the current yeild of 0.02%, while the total return for the last 3 years was 2.42%.
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

CBChubbStockFinancials
TRVThe Travelers CompaniesStockFinancials
SCHWCharles Schwab CorpStockFinancials
KMBKimberly ClarkStockConsumer Staples
HUBGHub GroupStockIndustrials
XRAYDentsply SironaStockHealth Care
LNNLindsayStockIndustrials
FGXXXFirst American FundsMoney Market FundUS Money Market Fund
More Details

Nuance Mid Cap Risk Profiles

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.
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.