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Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund (NCLSX)

8.07
+0.00
+(0.01%)
At close: September 19 at 8:00:41 PM EDT

Fund Summary

The fund will take long positions in 15-35 companies, and will take short positions in up to 50 companies, with both the long and short positions consisting primarily of common stocks of any capitalization of companies organized in the United States. The advisor intends to maintain net exposure (the market value of long positions minus the market value of short positions) of between 100% net long and 25% net short. The fund's long positions may range from 75% to 100% and its short positions may range from 0% to 100%. The fund is non-diversified.

Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund

MILWAUKEE WI 53202
615 EAST MICHIGAN STREET
816-743-7080

Fund Overview

Category Long-Short Equity
Fund Family Nuance Investments
Net Assets 64.48M
YTD Return -9.32%
Yield 5.52%
Morningstar Rating
Inception Date Dec 31, 2015

Fund Operations

Last Dividend 0.15
Last Cap Gain -35.00
Holdings Turnover 135.00%
Average for Category --

Fees & Expenses

Expense NCLSX Category Average
Annual Report Expense Ratio (net) 3.25% 1.92%
Prospectus Net Expense Ratio 3.25% --
Prospectus Gross Expense Ratio 3.25% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.33%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Scott A. Moore, Lead Manager since December 31, 2015
Scott Moore is the President and Co-Chief Investment Officer of Nuance and is a co-owner of the firm. He founded the firm in November, 2008 and is also the Lead Portfolio Manager for Nuance Concentrated Value and Nuance Mid Cap Value. Scott has more than 32 years of investment experience, more than 30 years of value investment analyst experience and more than 24 years of portfolio management experience using a classic value approach. For the decade before co-founding Nuance, Scott managed more than $10 billion in institutional, intermediary and mutual fund assets for American Century Investments (ACI). Prior to becoming a Portfolio Manager, he spent three years as an Investment Analyst at ACI, specializing in the Telecommunications, Utilities, and Industrials sectors. He also worked as an Investment Analyst at Boatmen’s Trust Company in St. Louis, Missouri, and at ACI as a Fixed Income Investment Analyst. Scott holds a Bachelor of Science (BS) in Finance from Southern Illinois University and a Master of Business Administration (MBA) with an emphasis in Finance from the University of Missouri. Scott is a CFA® charterholder and a member of the CFA Institute.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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