Dow Down 0.92% Nasdaq Down 0.83%

Nicholas (NICSX)

64.72 Down 0.71(1.09%) Oct 22
Prev Close:65.43
YTD Return*:5.89%
Net Assets*:2.85B
Yield*:0.22%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for NICSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
VRX.TO5.5812.16
WAG5.384.47
GILD4.8140.60
AMG4.51-9.90
TMO3.547.79

Fund Basics

Morningstar Overall Rating:
Total Assets:2.85B
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):0.73%

Performance & Risk

YTD Return:5.89%
5y Avg Return:18.50%
Rank in Category (ytd):7
% Rank in Category (ytd):0.92%
Beta (3y):0.97
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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