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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1065 | 992 | 1065 | 1040 | 1455 | 2443 |
Fund Return | 6.45% | -0.8% | 6.45% | 1.33% | 7.79% | 9.34% |
Place in category | 432 | 420 | 432 | 135 | 313 | 249 |
% in Category | 87 | 80 | 87 | 34 | 72 | 69 |
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 Equity Income I | 468.5M | 3.00 | 5.30 | 9.12 | ||
Nicholas Limited Edition N | 19.33M | 11.58 | -0.25 | 9.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.13B | 5.25 | 10.95 | 13.21 | ||
T. Rowe Price Mid-Cap Growth I | 12.93B | 4.30 | 6.10 | - | ||
Vanguard Mid-Cap Growth Index Admir | 13.4B | 6.63 | 7.65 | 11.28 | ||
T. Rowe Price Mid-Cap Growth | 12.03B | 9.40 | 0.60 | 10.24 | ||
T. Rowe Price New Horizons I | 9.77B | 5.59 | -0.08 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
O’Reilly Automotive | US67103H1077 | 2.78 | 1,326.83 | +0.77% | |
TransUnion | US89400J1079 | 2.52 | 95.46 | +0.35% | |
Cyberark Software | IL0011334468 | 2.33 | 390.45 | +1.60% | |
Gartner | US3666511072 | 2.21 | 531.17 | +0.35% | |
Vulcan Materials | US9291601097 | 2.15 | 269.45 | -1.27% |
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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