NICSX Rating, Research - Nicholas

Nicholas (nicsx)

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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 = 71

Threats + Weaknesses = 44

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

Fund Management Team

Fund Description Update

Nicholas (NICSX) Description: NICSX is a mutual fund, which is an investment that owns a basket of assets. The NICSX 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 large fund size classification. NICSXs minimum initial investment amount is $500 while the IRA minimum is $0. NICSXs expense ratio is roughly 1%. The latest NICSXs front end load was 0% and the back end load was 0%. The Nicholas (NICSX) mutual fund falls under the mid-cap mixed category. NICSX focuses its investments in USA and NICSX is not affiliated with a particular industry or fund sector. The Nicholas (NICSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NICSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NICSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide shareholders with long-term growth of capital. Under normal market conditions, the fund invests at least 80% of net assets (including the amount of any borrowings for investment purposes) in equity securities (see equity research) issued by infrastructure-related companies. It may invest in companies of any size and may invest up to 25% of net assets in foreign investments. The funds non-diversified.

Management Analysis Update

Nicholas's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update