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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 | 4.34B | 16.71 | 8.65 | 11.31 | ||
Nicholas II I | 1.04B | 6.79 | 1.63 | 9.70 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Explorer Adm | 18.94B | 10.37 | 0.56 | 10.22 | ||
Vanguard Small Cap Growth Index Adm | 14.63B | 16.49 | 0.42 | 9.09 | ||
Neuberger Berman Genesis R6 | 4.8B | 9.31 | 0.84 | 9.80 | ||
T. Rowe Price Instl Small-Cap Stock | 4.6B | 11.75 | 0.25 | 9.78 | ||
T. Rowe Price QM US Small-Cap Gr Eq | 4.65B | 13.06 | 2.15 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ICF International | US44925C1036 | 2.94 | 132.82 | -0.35% | |
RB Global | CA74935Q1072 | 2.71 | 89.92 | -1.02% | |
Q2 Holdings | US74736L1098 | 2.64 | 94.04 | -1.37% | |
Cohen Steers | US19247A1007 | 2.39 | 86.65 | -2.86% | |
Cyberark Software | IL0011334468 | 2.22 | 358.63 | +0.86% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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