Nicholas II Fund Class I
NCTWX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Nicholas
Manager/Tenure
(Years)
(Years)
David O. Nicholas (32), Brian J Janowski (7), Jeffrey J. Strong (0)
Website
Address
Nicholas
Milwaukee WI - 53202
Milwaukee WI - 53202
Country
United States
Phone Number
800-544-6547
Investment Strategy
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 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."