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 Dow Up 0.13% Nasdaq Down 0.10%

Nicholas (NICSX)

65.77 Down 0.05(0.08%) Jul 28
Prev Close:65.82
YTD Return*:5.91%
Net Assets*:2.75B
Yield*:0.22%

* As of 30-Jun-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.TO6.786.97
WAG4.8529.54
AMG4.44-5.35
GILD4.0413.57
TMO3.657.10

Fund Basics

Morningstar Overall Rating:
Total Assets:2.75B
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):0.73%

Performance & Risk

YTD Return:5.91%
5y Avg Return:21.67%
Rank in Category (ytd):25
% Rank in Category (ytd):3.26%
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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