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    Nicholas (NICSX)

    67.90 Down 0.67(0.98%) Jan 27
    Prev Close:67.90
    YTD Return*:15.31%
    Net Assets*:3.22B
    Yield*:0.28%

    * As of 31-Dec-14

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

    Headlines

    ยป More Headlines for NICSX

    Top Holdings

    Symbol% AssetsYTD Return %
    VRX.TO5.730.94
    GILD5.220.69
    AMG4.34-0.85
    WBA4.24-0.26
    TMO3.602.26

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.22B
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):0.73%

    Performance & Risk

    YTD Return:15.31%
    5y Avg Return:19.13%
    Rank in Category (ytd):3
    % Rank in Category (ytd):0.4%
    Beta (3y):0.95
    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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