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    Nicholas (NICSX)

    74.33 Down 0.06(0.08%) May 28
    Prev Close:74.39
    YTD Return*:5.66%
    Net Assets*:3.76B
    Yield*:0.27%

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    VRX.TO5.4555.73
    WBA4.7610.85
    AMG4.416.86
    GILD4.1212.09
    ORLY3.3815.66

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.76B
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):0.73%

    Performance & Risk

    YTD Return:5.66%
    5y Avg Return:18.10%
    Rank in Category (ytd):23
    % Rank in Category (ytd):2.93%
    Beta (3y):0.99
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks to increase the value of the investment over the long-term ("long-term growth"). The fund primarily invests in common stocks of domestic small, medium- and large-sized companies believed to have growth potential. The adviser believes a company's annual sales volume and market capitalization (the number of shares outstanding multiplied by the per share price) are the factors most illustrative of a company's size. In distinguishing company size in terms of sales volume, the adviser considers a company's sales volume relative to peer companies in the company's industry. View More
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