NICSX : Nicholas Fund

NICSX is a US Stocks Market Large Growth with MODERATE fees.

NICSX

Nicholas Fund

FI Score

64 /100

Expense Ratio Rating

8 /10

Expense Rating

3 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

64% FI Score
  • nicsx
  • Mutual Fund
  • US Stocks
  • Large Growth

Nicholas Fund

Expenses: 0.72% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks to increase the value of the investment over the long-term ("long-term growth"). The fund primarily invests in common stocks of domestic small, medium- and large-sized companies believed to have growth potential. The adviser believes a company's annual sales volume and market capitalization (the number of shares outstanding multiplied by the per share price) are the factors most illustrative of a company's size. In distinguishing company size in terms of sales volume, the adviser considers a company's sales volume relative to peer companies in the company's industry.

Largest Holdings

Amount Holding
5.29% Microsoft Corp
3.74% Apple Inc
3.49% Alphabet Inc Class C
2.89% Aon Plc (Ie)
2.85% Thermo Fisher Scientific Inc
2.82% Visa Inc Class A
2.63% Amazon.com Inc
2.16% Ball Corp
2.13% The Home Depot Inc
1.91% Cisco Systems Inc
1.85% Cintas Corp
1.84% O'Reilly Automotive Inc
1.84% Mastercard Inc A
1.82% Global Payments Inc
1.81% CBRE Group Inc Class A
1.66% S&P Global Inc
1.64% Medtronic PLC
1.63% TJX Companies Inc
1.60% Laboratory Corp of America Holdings
1.55% Starbucks Corp
1.55% Johnson & Johnson
1.51% Fortive Corp
1.51% Facebook Inc A
1.48% Mondelez International Inc Class A
1.47% UnitedHealth Group Inc

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