NCTWX Rating, Research - Nicholas Ii I

Nicholas Ii I (nctwx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 41

Threats + Weaknesses = 23

When strengths & opportunities substantially exceed threats & weaknesses an investment in the nctwx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Nicholas Ii I (NCTWX) Description: NCTWX is a mutual fund, which is an investment that owns a basket of assets. The NCTWX mutual fund was provided by Nicholas and this investment vehicle derives the majority of its value from equity holdings (stocks). Nicholass mutual fund has a long management tenure and is in the average fund size classification. NCTWXs minimum initial investment amount is $100000 while the IRA minimum is $0. NCTWXs expense ratio is roughly 1%. The latest NCTWXs front end load was 0% and the back end load was 0%. The Nicholas Ii I (NCTWX) mutual fund falls under the mid-cap growth category. NCTWX focuses its investments in USA and NCTWX is not affiliated with a particular industry or fund sector. The Nicholas Ii I (NCTWX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NCTWXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NCTWXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital; current income is a secondary concern. The fund invests primarily in the common stocks [* (see stock research) of U.S. companies] in a variety of industries and market segments. It can also invest in debt securities, preferred stocks (see stock research) and convertible securities. The fund generally holds assets in high quality short-term debt securities to provide liquidity. It also invests in medium and smaller capitalization issuers although it may purchase securities of larger companies. The fund may invest up to 25% of total assets in the securities of foreign issuers.

Management Analysis Update

Nicholas Ii I's executives / managers make better investing decisions, because their assets are invested along side their client's. Nicholas Ii I's management team has a long history of working together. This helps ensure consistent future returns. The nctwx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update