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NCAVX Nuance Concentrated Value Investor Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are 3M Company (NYSE:MMM).

Industry description

The investment seeks long-term capital appreciation. 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. Although the fund will invest primarily in U.S. companies organized or traded in the U.S. the fund may invest up to 25% of its assets in non-U.S. companies that are classified as “developed” by MSCI Inc. (“MSCI”). It is non-diversified.

Market Cap

The average market capitalization across the Nuance Concentrated Value Investor MF is 18.95B. The market cap for tickers in the group ranges from 2.36B to 58.7B. MMM holds the highest valuation in this group at 58.7B. The lowest valued company is PEGRY at 2.36B.

Volume

The average weekly volume growth across all stocks in the Nuance Concentrated Value Investor MF was -24%. For the same stocks of the MF, the average monthly volume growth was 9% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 51
P/E Growth Rating: 64
Price Growth Rating: 49
SMR Rating: 64
Profit Risk Rating: 66
Seasonality Score: 48 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Managed Portfolio Series (Nuance)615 EAST MICHIGAN STREETMILWAUKEE
Phone
816-743-7080
Web
www.nuanceinvestments.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ELWS3.000.23
+8.30%
Earlyworks Co Ltd.
ARCH164.140.94
+0.58%
Arch Resources
LPRO6.27-0.04
-0.63%
Open Lending Corp
PKX49.69-2.69
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POSCO Holdings
PSQH2.32-0.14
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PSQ Holdings

NCAVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NCAVX has been closely correlated with VMVIX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if NCAVX jumps, then VMVIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NCAVX
1D Price
Change %
NCAVX100%
+0.31%
VMVIX - NCAVX
81%
Closely correlated
-0.24%
VMVAX - NCAVX
80%
Closely correlated
-0.23%
MVCAX - NCAVX
79%
Closely correlated
-0.65%
JVMIX - NCAVX
74%
Closely correlated
-0.73%
JVMCX - NCAVX
74%
Closely correlated
-0.74%
More