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Nasdaq - Delayed Quote USD

Nicholas Limited Edition N (NNLEX)

23.67
-0.61
(-2.51%)
As of 8:09:19 AM EDT. Market Open.

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

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

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