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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 993 | 1068 | 1050 | 1477 | 2523 |
Fund Return | 6.79% | -0.72% | 6.79% | 1.63% | 8.11% | 9.7% |
Place in category | 432 | 420 | 432 | 115 | 281 | 218 |
% in Category | 86 | 80 | 86 | 28 | 66 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nicholas | 4.34B | 16.71 | 8.65 | 11.31 | ||
Nicholas Limited Edition I | 490.57M | 11.94 | 0.04 | 9.33 | ||
Nicholas Equity Income I | 474.27M | 9.95 | 3.37 | 8.57 | ||
Nicholas II N | 80.81M | 6.45 | 1.33 | 9.34 | ||
Nicholas Limited Edition N | 21.47M | 11.58 | -0.25 | 9.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.79B | 19.98 | 5.08 | 12.38 | ||
T. Rowe Price Mid-Cap Growth I | 12.97B | 9.54 | 0.73 | - | ||
Vanguard Mid-Cap Growth Index Admir | 12.51B | 16.41 | 0.66 | 10.40 | ||
T. Rowe Price Mid-Cap Growth | 12.09B | 9.40 | 0.60 | 10.24 | ||
T. Rowe Price New Horizons I | 9.79B | 3.99 | -7.28 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
O’Reilly Automotive | US67103H1077 | 2.78 | 1,241.33 | +0.02% | |
TransUnion | US89400J1079 | 2.52 | 96.03 | -0.34% | |
Cyberark Software | IL0011334468 | 2.33 | 358.63 | +0.86% | |
Gartner | US3666511072 | 2.21 | 524.82 | +0.01% | |
Vulcan Materials | US9291601097 | 2.15 | 274.38 | -0.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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