Nuance Mid Cap Value Fund Investor Class (NMAVX)

Overview

The company operates a mutual fund focusing on mid-capitalization companies. This investment approach signifies a targeted strategy, particularly toward businesses that fall into the mid-cap category, defined by their market capitalization. The fund prioritizes investments in a diversified portfolio, typically encompassing 50 to 90 companies, to mitigate investment risk while aiming to capture growth. The majority of investments are within U.S. companies; however, the fund maintains a flexible strategy that allows for up to 15% of its assets to be invested in non-U.S. companies, provided they are situated in countries classified as "developed" according to MSCI, Inc. standards. This investment doctrine reflects a blend of focus on domestic markets while allowing a portion of the portfolio to capture potential international growth opportunities in developed markets. The allowance for borrowings for investment purposes further indicates a proactive approach to leveraging opportunities to enhance portfolio outcomes under normal market conditions.

Products and Services

• Mid-Capitalization Company Investments

  The company specializes in investments that focus on mid-cap companies. By allocating at least 80% of its net assets, plus any borrowings for investment purposes, in mid-cap securities, the fund aims to exploit the growth potential and financial dynamics specific to this market segment.

• Diversified Investment Portfolio

  With a typical investment in 50 to 90 companies, the fund seeks to construct a diversified portfolio. This strategy aims to balance the investment risk across various sectors and companies within the mid-cap category, potentially leading to more stable and consistent returns.

• Investments in U.S. Companies

  A primary focus on U.S. companies underpins the fund’s investment strategy, aligning with the robust economic and regulatory environment of the United States. This focus evidences a preference for the stability and growth opportunities present within the U.S. market.

• Option for Non-U.S. Investments

  Up to 15% of the fund's assets may be invested in non-U.S. companies, specifically those within countries classified as developed by MSCI, Inc. This option adds an international dimension to the fund’s portfolio, allowing for exposure to potential growth in developed markets outside the United States.