Nicholas Limited Edition Fund (NNLEX) Research
This fund primarily directs its investments into the common shares of U.S.-based corporations. It concentrates on businesses possessing small to mid-range market capitalizations, which are identified as having promising potential for expansion. The investment advisor determines a company's overall size predominantly by assessing its annual sales volume and its total market valuation. Specifically, the advisor categorizes companies with a market capitalization up to $3 billion as "small," those with market capitalizations ranging from $3 billion to $25 billion as "medium," and firms exceeding $25 billion as "large."
Market snapshot
- Symbol
- NNLEX
- Price
- $20.58
- Day change
- +1.23%
- Market cap
- $326.2M
- 52-week range
- 18.9-26.1
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- DWS Equity 500 Index Fund (BTIEX)
- Fidelity Japan Smaller Companies Fund (FJSCX)
- James Balanced: Golden Rainbow Fund (GLRBX)
- Homestead Fds, Inc. Growth Fund (HNASX)
- Nuance Mid Cap Value Fund (NMVLX)
- Schwab Target 2025 Fund (SWHRX)
- T. Rowe Price Target Retirement 2025 Fund (TRRVX)
- Value Line Select Growth Fund (VALSX)
Open Nicholas Limited Edition Fund (NNLEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.