NCVLX Mutual Fund

NCVLX Mutual Fund (Nuance Concentrated Value Fund Institutional Class) is managed by Nuance Investments with $39.4M in net assets. NCVLX expense ratio is 1.04%, holding 32 positions across sectors including Consumer Staples, Industrials, Health Care. Inception date: 2011-05-31.

NCVLX performance shows a YTD return of 13.47%. The 1-year return is 17.46% and the 5-year return is 5.50%. NCVLX dividend yield stands at 1.50%, paid quarterly.

NCVLX 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 NCVLX holdings, NCVLX sectors, or NCVLX dividends.

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