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    Nicholas (NICSX)

    67.70 Down 0.59(0.86%) Aug 31
    Prev Close:68.29
    YTD Return*:9.13%
    Net Assets*:4.11B
    Yield*:0.34%

    * As of 31-Jul-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    VRX.TO6.87N/A
    GILD5.25N/A
    WBA3.96N/A
    AMG3.85N/A
    ORLY2.88N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.11B
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):0.72%

    Performance & Risk

    YTD Return:9.13%
    5y Avg Return:20.61%
    Rank in Category (ytd):25
    % Rank in Category (ytd):3.26%
    Beta (3y):0.98
    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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