Nuance Mid Cap Value Fund Institutional Cl · NASDAQ:NMVLX
Nuance Mid Cap Value Fund Institutional Cl — Nuance Investments — Investor Presentation (August 2025)
8 slides from Nuance Mid Cap Value Fund Institutional Cl's investor presentation, August 2025
Slide 1: Growth vs Value
Value. Delivered. Growth vs Value
Slide 2: Asset Class Long-Term Returns
Asset Class Long-Term Returns Asset Class Long-Term Returns (June 30, 1926 - May 31, 2025) Annualized Standard Investment Style Return Deviation Sharpe Ratio Value Stocks 13.24% 25.79% 0.39 Growth Stocks 9.64% 21.23% 0.30 Large Company Stocks 10.45% 18.58% 0.39 Small Company Stocks 11.84% 27.93% 0.3
Slide 3: Rolling 3 Year Cumulative Total Return & Spread
Rolling 3 Year Cumulative Total Return & Spread Value minus Growth Russell Midcap® Value Index Russell Midcap® Growth Index Source: FactSet, Nuance Investments Analysis. Data shown through 06/30/25. The Russell Midcap® Value Index measures the performance of the mid-cap value segment of the U.S. equ
Slide 4: Rolling 3 Year Cumulative Total Return & Spread
Rolling 3 Year Cumulative Total Return & Spread Value minus Growth Russell 3000 ® Value Index Russell 3000 ® Growth Index Source: FactSet, Nuance Investments Analysis. Data shown through 06/30/25. Return figures for all indices are provided by FactSet and do not include the reinvestment of dividends
Slide 5: Russell Index Constituent Count
Russell Index Constituent Count Russell Midcap® Style Indexes: Number of Constituents Russell 3000® Style Indexes: Number of Constituents Russell Midcap® Index (Left Axis) Russell 3000 ® Index (Left Axis) Russell Midcap® Growth Index (Right Axis) Russell 3000 ® Growth Index (Right Axis) Russell Midc
Slide 6: Annualized Returns by Market Beta Quintile
Annualized Returns by Market Beta Quintile Russell Midcap® Value Index December 31, 1987 to June 30, 2025 June 30, 2022 to June 30, 2025 Definition: Beta measures stock volatility as compared to that of the overall market. Beta quintiles created using the Russell Midcap® Value Index on an equal-weig
Slide 7: Annualized Returns by Market Beta Quintile
Annualized Returns by Market Beta Quintile Russell 3000® Value Index December 31, 1987 to June 30, 2025 June 30, 2022 to June 30, 2025 Definition: Beta measures stock volatility as compared to that of the overall market. Beta quintiles created using the Russell 3000® Value Index on an equal-weighted
Slide 8: Disclaimer and Notes
Disclaimer and Notes Not An Offer or Inducement This material has been prepared for informational purposes only and does not constitute investment advice, and should not be construed as a solicitation or offer for sale, or any invitation to offer to buy or subscribe for, any securities, nor should i
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