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
Broker Availability Information Not Available
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 |
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