Nicholas
700 North Water Street Suite 1010 Milwaukee WI 53202
Map
Phone: 800-544-6547
| Category: | Large Blend | | Fund Family: | Nicholas | | Net Assets: | 1.61B | | Year-to-Date Return: | -7.47% | | Yield: | 0.41% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Jul-69 |
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Albert O. Nicholas
Lead Manager since
14-Jul-69 | | | Nicholas is president of Nicholas Company, the company he founded in 1967. Previously, he spent eight years as an investment analyst and then an assistant vice president with Marshall & Ilsley Bank. Nicholas holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to increase the value of investment over the long term. The fund primarily invests in common stocks of domestic medium-and large-sized companies having growth potential. It 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." To a lesser extent, the fund may invest in companies with small market capitalizations and looks for established companies with the potential for superior growth in sales and earnings in a diversified group of industries. |
| Last Dividend
(5-Jun-08):
| 0.07 | | Last Cap Gain
(5-Jun-08):
| 4.61 | | Annual Holdings Turnover
| 31.00% | | Average for Category:
| 71.30% |
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| Expense | NICSX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$240 | $577 | | 5 Yr Expense Projection*: |
$417 | $877 | | 10 Yr Expense Projection*: |
$930 | $1,739 |
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1.49% Nasdaq 
0.27%
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