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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1092 | 1006 | 1278 | 1000 | 1495 | 2456 |
Fund Return | 9.22% | 0.63% | 27.81% | -0.01% | 8.38% | 9.4% |
Place in category | 369 | 246 | 452 | 107 | 281 | 151 |
% in Category | 60 | 40 | 80 | 25 | 60 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nicholas | 4.44B | 14.40 | 8.91 | 11.60 | ||
Nicholas II I | 1.08B | 6.80 | 2.15 | 10.05 | ||
Nicholas Equity Income I | 483.58M | 12.08 | 5.31 | 9.08 | ||
Nicholas II N | 83.08M | 7.31 | 3.77 | 10.18 | ||
Nicholas Limited Edition N | 23.11M | 10.71 | 2.05 | 9.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 19.28B | 8.97 | -0.27 | 10.31 | ||
Vanguard Small Cap Growth Index Adm | 14.13B | 10.85 | -2.75 | 8.72 | ||
Neuberger Berman Genesis R6 | 5.15B | 10.06 | 1.71 | 9.99 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.9B | 13.87 | 2.08 | - | ||
T. Rowe Price Instl Small-Cap Stock | 4.81B | 8.97 | -1.03 | 9.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
RB Global | CA74935Q1072 | 2.89 | 92.63 | +1.61% | |
ICF International | US44925C1036 | 2.84 | 158.09 | -5.53% | |
Q2 Holdings | US74736L1098 | 2.66 | 98.76 | -4.39% | |
Cyberark Software | IL0011334468 | 2.27 | 305.93 | +4.91% | |
Prestige Consumer Health | US74112D1019 | 2.24 | 82.44 | +0.15% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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