Nicholas Equity Mutual Fund Money Managers
| NSEIX Fund | USD 21.21 0.04 0.19% |
Break down of Nicholas Equity's management performance can provide insight into the fund's overall performance. Note that 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 Equity's future under-performance.
| Michael Shelton Executive Fund Manager |
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Nicholas |
Nicholas Equity Net Asset Comparison
Nicholas Equity Income is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 7.37 Billion. Nicholas Equity holds roughly 445.43 Million in net asset claiming about 6% of funds under Large Value category.
Nicholas Equity Me Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Nicholas Equity Me Price Series Summation is a cross summation of Nicholas Equity price series and its benchmark/peer.
Nicholas Equity Stakeholder
| Michael Shelton | Fund Manager | Profile |
About Nicholas Equity Management Performance
The success or failure of an entity such as Nicholas Equity Me often depends on how effective the management is. Nicholas Equity 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.
To achieve moderate long-term growth, the fund seeks a five-year return which approximates three-fourths of the average total return achieved over a five-year period on the SP 500 Index. It invests in a diversified portfolio of income-producing equity securities and corporate and government fixed income investments . The fund invests, under normal market conditions, at least 80 percent of its net assets in equity securities.
Please note that past performance is not an indicator of the future performance of Nicholas Equity, 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.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Nicholas Equity Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.