Nicholas
700 NORTH WATER STREET SUITE 1010
Map
Phone: 800-544-6547
| Category: | Mid-Cap Blend | | Fund Family: | Nicholas | | Net Assets: | 1.38B | | Year-to-Date Return: | 26.59% | | Yield: | 0.44% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Jul-69 |
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Albert O. Nicholas
Lead Manager since
14-Jul-69 | | | Nicholas is president of Nicholas Company, the company he founded in 1967. Previously, he spent eight years as an investment analyst and then an assistant vice president with Marshall & Ilsley Bank. Nicholas holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to increase the value of investment over the long-term. The fund primarily invests in common stocks of domestic small-, medium- and large-sized companies having growth potential. It generally considers companies with market capitalizations up to $2 billion as "small," between $2 billion and $10 billion as "medium" and greater than $10 billion as "large." The fund looks for established companies with the potential for superior growth in sales and earnings in a diversified group of industries. |
| Last Dividend
(8-Jun-09):
| 0.07 | | Last Cap Gain
(5-Jun-08):
| 4.61 | | Annual Holdings Turnover
| 31.79% | | Average for Category:
| 81.37% |
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| Expense | NICSX | Category
Avg | | Total Expense Ratio: | 0.77%
| 1.37% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.37% | | 3 Yr Expense Projection*: |
$ 246 | $630 | | 5 Yr Expense Projection*: |
$ 428 | $972 | | 10 Yr Expense Projection*: |
$ 954 | $1,959 |
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0.17% Nasdaq 0.00%
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