Nicholas II Fund (NNTWX) Research

The Nicholas II Fund primarily invests in the common shares of American companies with mid-range market values, particularly those believed to have strong prospects for expansion. The fund's management views a company's yearly sales figures and its market capitalization as the key metrics for determining its overall size. Specifically, they classify businesses with a market capitalization up to $3 billion as "small," those valued between $3 billion and $25 billion as "medium," and any company with a market capitalization greater than $25 billion as "large."

Market snapshot

Symbol
NNTWX
Price
$27.36
Day change
+1.11%
Market cap
$884.8M
52-week range
24.95-33.34
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Abrdn Total Dynamic Dividend Fund (AOD)
  • Diamond Hill Small-Mid Cap Fund (DHMAX)
  • Fidelity Small Cap Growth Index Fund (FECGX)
  • Fidelity Canada Fund (FICDX)
  • BlackRock MuniHoldings California Quality Fund, Inc. (MUC)
  • T. Rowe Price Extended Equity Market Index Fund (PEXMX)
  • Schwab Target 2030 Fund (SWDRX)
  • Vanguard Explorer Value Fund (VEVFX)

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