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NCVLX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$12.32
Change
+$0.06 (+0.49%)
Net Assets
167.24M

NCVLX price forecast, quote, news & analysis

Category: @Mid-Cap Value
A.I.Advisor
published price charts
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 Institutional 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 Institutional MF was 246%. For the same stocks of the MF, the average monthly volume growth was 211% and the average quarterly volume growth was 58%

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: 60
Price Growth Rating: 52
SMR Rating: 65
Profit Risk Rating: 70
Seasonality Score: 41 (-100 ... +100)
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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