4 / 5 Stars
2 1 4 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#100 in Small Growth
U.S. News evaluated 215 Small 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 27.09 percent over the past year, 13.21 percent over the past three years, 24.63 percent over the past five years, and 9.17 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.5%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||24.6%|
|10 Years (Annualized)||9.2%|
The investment seeks to increase the value of the investment over the long-term. The fund primarily invests in common stocks of domestic corporations with small- and medium-sized market capitalization believed to have growth potential. It believes a company's annual sales volume and market capitalization are the factors most illustrative of a company's size. The fund generally considers companies with market capitalization up to $2 billion as "small", between $2 billion and $10 billion as "medium," and greater than $10 billion as "large." It may invest in companies with large market capitalization.
Fees are Above Average compared to funds in the same category.
Nicholas Limited Edition Fund has an expense ratio of 0.86 percent.
Risk is Low compared to funds in the same category according to Morningstar.