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Nicholas Limited Edition N

NNLEX
23.72
+0.18
+0.76%
7/22/2016
5 Years
  • Previous Close

    23.54

  • Net Assets

    32.09M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.21%

  • Category

    Small Growth

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Nicholas

Fund Style

Open

Fund Manager

David Nicholas

Investment Style

Small Growth

The investment seeks to increase the value of the investment over the long-term. The fund 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 market capitalization are the factors most illustrative of a company's size. The fund generally considers companies with market capitalizations up to $2 billion as "small", between $2 billion and $10 billion as "medium," and greater than $10 billion as "large."

Purchase Information

Initial Purchase 500
Initial Purchase: IRA NA
Initial Purchase: AIP 500

Inception

2/28/2005

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