Nicholas II Fund Class I (NCTWX) NASDAQ
Currency In USD
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Currency In USD
Address
Nicholas Family Of Funds, 615 E. Michigan St, 3rd Floor
, MD
United States of America (the)
Phone
800-544-6547
Sector
Financial Services
Industry
Asset Management
Employees
N/A
First IPO Date
October 17, 1983
This fund aims to grow the value of its investments significantly over an extended period. It chiefly allocates capital to common shares of U.S. corporations that possess mid-range market capitalizations and are identified for their potential for expansion. The adviser assesses a company's size primarily by its annual sales volume and its overall market capitalization. Specifically, the adviser defines "small" companies as those with market capitalizations up to $3 billion, "medium" companies as those falling between $3 billion and $25 billion, and "large" companies as those exceeding $25 billion.