Nicholas is trading at 34.28 as of the 23rd of July 2025; that is 1.27 percent increase since the beginning of the trading day. The fund's open price was 33.85. Nicholas has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
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. More on Nicholas Ii Inc
Nicholas Ii Inc [NCTWX] is traded in USA and was established 23rd of July 2025. Nicholas is listed under Nicholas category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Nicholas family. This fund now has accumulated 1 B in assets with minimum initial investment of 100 K. Nicholas Ii is currently producing year-to-date (YTD) return of 1.26% with the current yeild of 0.0%, while the total return for the last 3 years was 9.79%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nicholas Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nicholas Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nicholas Ii Inc Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Nicholas Mutual Fund
Nicholas financial ratios help investors to determine whether Nicholas Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nicholas with respect to the benefits of owning Nicholas security.