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NCAVX Nuance Concentrated Value Investor

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Fund NCAVX Nuance Concentrated Value Investor TRMCX T. Rowe Price Mid-Cap Value ACMVX American Century Mid Cap Value Inv  
100% 87% 87%
Annual Fees
(1.41% Exp. Ratio)
(0.80% Exp. Ratio)
(0.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$33,311.65 $40,083.01 $37,957.52
Est. savings over 30 yrs +$6,771.36 +$4,645.87
As of 11/30/16
1 YR RETURN 12.58%
3 YR 7.84%
5 YR 13.88%
10 YR --
1 YR RETURN 18.49%
3 YR 10.60%
5 YR 15.60%
10 YR 8.41%
1 YR RETURN 16.78%
3 YR 12.25%
5 YR 16.37%
10 YR 9.32%
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies organized in the United States that the Adviser believes are high quality, though temporarily out of favor. It typically invests in a portfolio of 15 to 35 companies of various market capitalizations and is considered an all-cap strategy. Although the fund will invest primarily in the common stocks of U.S. companies, the fund may invest up to 25% of its assets in common stocks of foreign companies that are organized and headquartered in countries classified as "developed" by MSCI. It is non-diversified.
The investment seeks to provide long-term capital appreciation. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in companies whose market capitalization (number of shares outstanding multiplied by share price), at the time of purchase, falls within the range of the companies in either the S&P MidCap 400 Index or the Russell Midcap Value Index.
The investment seeks long-term capital growth; income is a secondary consideration. Under normal market conditions, the portfolio managers will invest at least 80% of the fund's net assets in medium size companies. The portfolio managers consider medium size companies to include those whose market capitalization at the time of purchase is within the capitalization range of the Russell 3000® Index, excluding the largest 100 such companies.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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