Nasdaq - Delayed Quote USD

Nicholas Limited Edition N (NNLEX)

27.73 +0.03 (+0.11%)
At close: 8:01 PM EDT
Loading Chart for NNLEX
DELL
  • Previous Close 27.70
  • YTD Return 10.71%
  • Expense Ratio 1.16%
  • Category Small Growth
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 499.26M
  • Beta (5Y Monthly) 0.90
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 12.38%
  • Last Dividend 0.00
  • Inception Date Feb 28, 2005

The fund primarily 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 the market capitalization (the number of shares outstanding multiplied by the per share price) are the factors most illustrative of a company’s size. The advisor 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."

Nicholas

Fund Family

Small Growth

Fund Category

499.26M

Net Assets

2005-02-28

Inception Date

Performance Overview: NNLEX

View More

Trailing returns as of 10/18/2024. Category is Small Growth.

YTD Return

NNLEX
10.71%
Category
12.40%
?

1-Year Return

NNLEX
21.09%
Category
55.69%
?

3-Year Return

NNLEX
2.05%
Category
19.34%
?

5-Year Return

NNLEX
9.02%
Category
20.72%
?

People Also Watch

Holdings: NNLEX

View More

Top 10 Holdings (22.89% of Total Assets)

SymbolCompany% Assets
RBA.TO
RB Global, Inc. 2.89%
ICFI
ICF International, Inc. 2.84%
QTWO
Q2 Holdings, Inc. 2.66%
CYBR
CyberArk Software Ltd. 2.27%
PBH
Prestige Consumer Healthcare Inc. 2.24%
DSG.TO
The Descartes Systems Group Inc. 2.11%
TTEK
Tetra Tech, Inc. 2.07%
CNS
Cohen & Steers, Inc. 1.97%
SPSC
SPS Commerce, Inc. 1.93%
GMED
Globus Medical, Inc. 1.91%

Sector Weightings

Recent News: NNLEX

View More

Research Reports: NNLEX

View More

Top Mutual Funds