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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1010 | 1127 | 1168 | 1577 | 2393 |
Fund Return | 3% | 1.05% | 12.7% | 5.3% | 9.54% | 9.12% |
Place in category | 1036 | 1062 | 1075 | 977 | 771 | 505 |
% in Category | 82 | 87 | 93 | 89 | 76 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nicholas | 4.36B | 4.40 | 12.66 | 12.03 | ||
Nicholas II I | 1.04B | 5.53 | 6.47 | 10.58 | ||
Nicholas Limited Edition I | 483.22M | 11.94 | 0.04 | 9.33 | ||
Nicholas II N | 80.01M | 6.45 | 1.33 | 9.34 | ||
Nicholas Limited Edition N | 19.33M | 11.58 | -0.25 | 9.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 41.95B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.51 | 412.87 | +0.76% | |
AstraZeneca ADR | US0463531089 | 2.45 | 72.72 | +1.01% | |
CMS Energy | US1258961002 | 2.42 | 68.70 | 0.00% | |
JPMorgan | US46625H1005 | 2.37 | 271.60 | -1.52% | |
Abbott Labs | US0028241000 | 2.35 | 130.86 | +1.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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