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    Nicholas (NICSX)

    71.09 Up 1.66(2.39%) Dec 18
    Prev Close:69.43
    YTD Return*:14.44%
    Net Assets*:3.08B
    Yield*:0.21%

    * As of 30-Nov-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.TO5.7324.69
    GILD5.2236.07
    AMG4.34-6.80
    WAG4.2418.48
    TMO3.6016.08

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.08B
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):0.73%

    Performance & Risk

    YTD Return:14.44%
    5y Avg Return:19.75%
    Rank in Category (ytd):3
    % Rank in Category (ytd):0.4%
    Beta (3y):0.96
    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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