Nuance Concentrated Value Fund Institutional Class (NCVLX) Research
The Nuance Concentrated Value Fund Institutional Class primarily seeks investment in U.S. equities, targeting high-quality companies that the Adviser believes are currently undervalued or temporarily out of market favor. It employs an all-cap strategy, typically holding a concentrated portfolio of 15 to 35 companies across various market capitalizations. While its core focus remains on domestic common stocks, the fund is permitted to allocate up to 25% of its assets to foreign companies, specifically via their common shares or American Depositary Receipts (ADRs), provided they are classified as 'developed' by MSCI Inc. The fund is designated as non-diversified.
Market snapshot
- Symbol
- NCVLX
- Price
- $13.23
- Day change
- +0.53%
- Market cap
- $113.8M
- 52-week range
- 11.86-13.95
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Alger Mid Cap Growth Institutional Fund Class I (ALMRX)
- Government Street Equity (GVEQX)
- ICON Natural Resources & Infrastructure Fund Investor (ICBAX)
- Dynamic U.S. Opportunity Fund - Class I (ICSIX)
- Dynamic U.S. Opportunity Fund - Class N (ICSNX)
- Rydex Electronics Inv (RYSIX)
- SEI Asset Allocation Trust Aggressive Strategy Fund Class I (SEAIX)
- SEI Asset Allocation Trust Aggressive Strategy Fund (SSGAX)
Open Nuance Concentrated Value Fund Institutional Class (NCVLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.