Fund: Nicholas Equity Income I (NSEIX)
Assets: $208 million
12-month yield: 3.07 percent
3-year annualized total return: 17.99percent
Expenses: 0.79 percent
As we’ve written before, this fund that will pay a steady penny and strive for conservative growth. Manager Albert Nicholas’s fund is aimed at retirees and others who want an extra income stream and moderate capital appreciation.
Learn more about NSEIX.