Nicholas II Fund Class I (NCTWX) Research
This fund aims to grow the value of its investments significantly over an extended period. It chiefly allocates capital to common shares of U.S. corporations that possess mid-range market capitalizations and are identified for their potential for expansion. The adviser assesses a company's size primarily by its annual sales volume and its overall market capitalization. Specifically, the adviser defines "small" companies as those with market capitalizations up to $3 billion, "medium" companies as those falling between $3 billion and $25 billion, and "large" companies as those exceeding $25 billion.
Market snapshot
- Symbol
- NCTWX
- Price
- $28.81
- Day change
- +1.12%
- Market cap
- $894.5M
- 52-week range
- 26.25-34.83
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Brown Advisory Flexible Equity Fund Advisor Shs (BAFAX)
- BNY Mellon Small/Mid Cap Growth Fund Class A (DBMAX)
- Franklin Corefolio Allocation Fund Advisor Class (FCAZX)
- Franklin Corefolio Allocation Fund Class C (FTCLX)
- Heartland Value Fund Insti Class Shs (HNTVX)
- Putnam Diversified Income A (PDINX)
- BNY Mellon Worldwide Growth Fund, Inc. Class A (PGROX)
- Virtus KAR International Small-Mid Cap Fund - Class A (VISAX)
Open Nicholas II Fund Class I (NCTWX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.