NCAVX Mutual Fund

NCAVX Mutual Fund (Nuance Concentrated Value Fund Investor Class) is managed by Nuance Investments with $3.3M in net assets. NCAVX expense ratio is 1.29%, holding 32 positions across sectors including Consumer Staples, Industrials, Health Care. Inception date: 2012-07-31.

NCAVX performance shows a YTD return of 13.36%. The 1-year return is 17.23% and the 5-year return is 5.24%. NCAVX dividend yield stands at 1.26%, paid quarterly.

NCAVX top holdings include Qiagen Nv (10.1%), Clorox Co. (10.1%), Bei Beiersdorf Ag (9.9%), California Water Service Group (8.0%), Marten Transport Ltd (6.4%). Go to all NCAVX holdings, NCAVX sectors, or NCAVX dividends.

NCAVX can be compared against other funds. Use NCAVX overlap to find shared positions, or NCAVX vs another fund for a side-by-side view. NCAVX alternatives are available via the screener, along with tax-loss harvesting opportunities.