Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Nicholas II N (NNTWX)

29.19
-0.13
(-0.44%)
At close: 4:54:15 PM EDT

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 invests in common stocks of domestic corporations with medium-sized market capitalizations believed to have growth potential. The adviser believes a company's annual sales volume and the market capitalization are the factors most illustrative of a company's size. The adviser 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 Mid-Cap Growth
Fund Family Nicholas
Net Assets 1.02B
YTD Return -4.26%
Yield 0.11%
Morningstar Rating
Inception Date Oct 17, 1983

Performance & Risk

YTD Return -9.11%
5y Average Return 9.72%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Related Tickers