Nicholas II Fund Class I (NCTWX)
Nicholas II Fund Class I operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $31.09, up 0.23% on the session, giving a market capitalisation of $909.2M. Its beta of 0.91 implies it has historically moved less than the broad market.
This fund aims to grow the value of its investments significantly over an extended period. It chiefly allocates capital to common shares of U.S. corporations that possess mid-range market capitalizations and are identified for their potential for expansion. The adviser assesses a company's size primarily by its annual sales volume and its overall market capitalization. Specifically, the adviser defines "small" companies as those with market capitalizations up to $3 billion, "medium" companies as those falling between $3 billion and $25 billion, and "large" companies as those exceeding $25 billion.
Nicholas II Fund Class I is most often compared with the following Financial Services names: