Nuance Concentrated Value Fund
Shareclass
Nuance Concentrated Value Investor (NCAVX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 4 out of 1,085 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Nuance Concentrated Value Fund NCAVX
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. United Utilities Group PLC ADR2.49% of assets$2.66M invested
- 2. Hologic Inc2.05% of assets$2.19M invested
- 3. Henkel AG & Co KGaA ADR10% of assets$11.19M invested
- 4. Northrop Grumman Corp1.02% of assets$1.09M invested
- 5. Kimberly-Clark Corp2.49% of assets$2.65M invested
- 6. Clorox Co7.99% of assets$8.53M invested
- 7. Beiersdorf AG ADR2.98% of assets$3.18M invested
- 8. Portland General Electric Co1.01% of assets$1.08M invested
- 9. Thermo Fisher Scientific Inc2.45% of assets$2.61M invested
- 10. Northern Trust Corp1.65% of assets$1.76M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Werner Enterprises Inc3.95% of assets$4.21M invested
- 2. Knight-Swift Transportation Holdings Inc Class A0.78% of assets$827,518 invested
- 3. Solventum Corp3.22% of assets$3.44M invested
- 4. Rogers Corp1.65% of assets$1.76M invested
- 5. The Toro Co0.58% of assets$620,730 invested
- 6. Informatica Inc4.58% of assets$4.88M invested
- 7. Globe Life Inc4.04% of assets$4.31M invested
- 8. California Water Service Group6.52% of assets$6.96M invested
- 9. Henry Schein Inc1.69% of assets$1.8M invested
- 10. McCormick & Co Inc Ordinary Shares (Non Voting)1.27% of assets$1.35M invested
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Financial performance
Performance data provided by
Find more financial data on NCAVX at Morningstar.com
Find more financial data on NCAVX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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