Nicholas Mutual Fund Money Managers

NCTWX -  USA Fund  

USD 28.70  0.80  2.87%

Nicholas II is run by an experienced fund manager. A fund manager is in charge of implementing Nicholas II investing strategy and managing its portfolio trading activities. Break down of Nicholas management performance can provide insight into the fund's overall performance. Note, fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Nicholas II future under-performance.
Additionally, see Stocks Correlation.
  
Refresh
  David Nicholas  Executive
Fund Manager
More

Nicholas Net Asset Comparison

Nicholas II is regarded fifth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Growth category is currently estimated at about 380.75 Billion. Nicholas adds roughly 1.16 Billion in net asset claiming only tiny portion of funds under Mid-Cap Growth category.

Nicholas II Benchmark Summation

Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Lowest and highest values over a specified period plots line showing minimum and maximum value of Nicholas II price series.
.

Nicholas Stakeholder

David Nicholas - Fund ManagerProfile

About Nicholas Management Performance

The success or failure of an entity such as Nicholas II often depends on how effective the management is. Nicholas management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Nicholas management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Nicholas management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Please read more on our stock advisor page.
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 medium-sized market capitalizations believed to have growth potential. The adviser believes a companys annual sales volume and the market capitalization are the factors most illustrative of a companys size. The adviser generally considers companies with market capitalizations up to 3 billion as small, between 3 billion and 25 billion as medium, and greater than 25 billion as large.
The data published in Nicholas' official financial statements usually reflect Nicholas' business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Nicholas II. For example, before you start analyzing numbers published by Nicholas accountants, it's critical to develop an understanding of what Nicholas' liquidity, profitability, and earnings quality are in the context of the Nicholas space in which it operates.
Please note that past performance is not an indicator of the future performance of Nicholas, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .
Additionally, see Stocks Correlation. Note that the Nicholas II information on this page should be used as a complementary analysis to other Nicholas' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Stock Screener module to find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

Complementary Tools for Nicholas Mutual Fund analysis

When running Nicholas II price analysis, check to measure Nicholas' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Nicholas is operating at the current time. Most of Nicholas' value examination focuses on studying past and present price action to predict the probability of Nicholas' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Nicholas' price. Additionally, you may evaluate how the addition of Nicholas to your portfolios can decrease your overall portfolio volatility.
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Go
Probability Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Go
ETF Directory
Find actively traded Exchange Traded Funds (ETF) from around the world
Go
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Go
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Go
Please note, there is a significant difference between Nicholas' value and its price as these two are different measures arrived at by different means. Investors typically determine Nicholas value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Nicholas' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.