Nicholas Limited Edition N (NNLEX)
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
Broker Availability Information Not Available
Fund Summary
The fund primarily primarily invests in common stocks of domestic corporations with small-and medium-sized market capitalizations believed to have growth potential. The advisor believes a company’s annual sales volume and the market capitalization (the number of shares outstanding multiplied by the per share price) are the factors most illustrative of a company’s size. The advisor generally considers companies with market capitalizations up to $3 billion as "small", between $3 billion and $25 billion as "medium," and greater than $25 billion as "large."
Fund Overview
Category | Small Growth |
Fund Family | Nicholas |
Net Assets | 447.49M |
YTD Return | -7.78% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Feb 28, 2005 |
Performance & Risk
YTD Return | -9.57% |
5y Average Return | 9.47% |
Rank in Category (ytd) | 19 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.93 |
Morningstar Risk Rating |