5 / 5 Stars
5 5 5 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#7 in Mid-Cap Growth
U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 32.41 percent over the past year, 18.84 percent over the past three years, 27.08 percent over the past five years, and 9.40 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.3%|
|3 Years (Annualized)||18.8%|
|5 Years (Annualized)||27.1%|
|10 Years (Annualized)||9.4%|
The investment seeks to increase the value of the investment over the long-term ("long-term growth"). The fund primarily invests in common stocks of domestic small, medium- and large-sized companies believed to have growth potential. The adviser believes a company's annual sales volume and market capitalization (the number of shares outstanding multiplied by the per share price) are the factors most illustrative of a company's size. In distinguishing company size in terms of sales volume, the adviser considers a company's sales volume relative to peer companies in the company's industry.
Fees are Low compared to funds in the same category.
Nicholas Fund has an expense ratio of 0.74 percent.
Risk is Low compared to funds in the same category according to Morningstar.