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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1116 | 1008 | 1116 | 992 | 1443 | 2370 |
Fund Return | 11.58% | 0.78% | 11.58% | -0.25% | 7.61% | 9.01% |
Place in category | 387 | 261 | 387 | 218 | 262 | 181 |
% in Category | 69 | 51 | 69 | 47 | 59 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nicholas | 4B | 2.02 | 13.36 | 11.02 | ||
Nicholas II I | 950.4M | 1.20 | 5.28 | 9.39 | ||
Nicholas Equity Income I | 455.48M | 3.83 | 6.18 | 8.58 | ||
Nicholas Limited Edition I | 433.78M | -2.47 | 3.05 | 8.74 | ||
Nicholas II N | 72.37M | 6.45 | 1.33 | 9.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 18.36B | -2.10 | 3.52 | 9.47 | ||
Vanguard Small Cap Growth Index Adm | 14.11B | -2.31 | 4.38 | 8.29 | ||
Neuberger Berman Genesis R6 | 4.28B | -2.79 | 3.60 | 9.16 | ||
T. Rowe Price Instl Small-Cap Stock | 4.16B | -0.08 | 3.93 | 9.50 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.1B | -1.75 | 5.76 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ICF International | US44925C1036 | 2.94 | 87.42 | -0.73% | |
RB Global | CA74935Q1072 | 2.71 | 94.43 | -3.25% | |
Q2 Holdings | US74736L1098 | 2.64 | 73.00 | -3.07% | |
Cohen Steers | US19247A1007 | 2.39 | 75.49 | -2.05% | |
Cyberark Software | IL0011334468 | 2.22 | 322.14 | -4.83% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Sell |
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