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    Nicholas (NICSX)

    55.96 Down 0.13(0.23%) Feb 9
    Prev Close:56.09
    YTD Return*:-6.04%
    Net Assets*:3.23B
    Yield*:0.63%

    * As of 31-Jan-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    VRX.TO5.74N/A
    GILD4.58N/A
    WBA4.05N/A
    ORLY3.31N/A
    AMG3.27N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.23B
    Category:Large Growth
    Annual Report Expense Ratio (net):0.72%

    Performance & Risk

    YTD Return:-6.04%
    5y Avg Return:12.29%
    Rank in Category (ytd):28
    % Rank in Category (ytd):1.67%
    Beta (3y):0.95
    Morningstar Risk Rating:2

    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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