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Nicholas Partners Small Cap Gr Instl (NPSGX)

17.73 +0.41 (+2.37%)
At close: 8:00 PM EST
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DELL
  • Previous Close 17.32
  • YTD Return 16.27%
  • Expense Ratio 0.99%
  • Category Small Growth
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 118.62M
  • Beta (5Y Monthly) 1.04
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 106.00%
  • Last Dividend --
  • Inception Date Jan 16, 2019

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of small-capitalization companies. The fund's manager considers small-capitalization companies to be those with market capitalizations within the range of the market capitalizations of companies in the Russell 2000 Growth Index at the time of purchase.

Nicholas Investment Partners

Fund Family

Small Growth

Fund Category

118.62M

Net Assets

2019-01-16

Inception Date

Performance Overview: NPSGX

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Trailing returns as of 11/19/2024. Category is Small Growth.

YTD Return

NPSGX
16.27%
Category
12.40%
?

1-Year Return

NPSGX
41.92%
Category
55.69%
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3-Year Return

NPSGX
3.10%
Category
19.34%
?

5-Year Return

NPSGX
14.44%
Category
20.72%
?

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Holdings: NPSGX

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Top 10 Holdings (28.74% of Total Assets)

SymbolCompany% Assets
BWXT
BWX Technologies, Inc. 4.14%
IWO
iShares Russell 2000 Growth ETF 3.28%
IWM
iShares Russell 2000 ETF 3.24%
MTG
MGIC Investment Corporation 3.13%
REVG
REV Group, Inc. 2.86%
ERJ
Embraer S.A. 2.83%
SKT
Tanger Inc. 2.56%
EVR
Evercore Inc. 2.36%
FTAI
FTAI Aviation Ltd. 2.25%
WAL
Western Alliance Bancorporation 2.09%

Sector Weightings

Recent News: NPSGX

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Research Reports: NPSGX

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