| 24.26 Net Asset Value | -0.21% 1 Day | +12.89% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 0.64% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +4.07% | 3 years | +15.39% | |
| 3 months | +6.48% | 5 years | +7.52% | |
| 1 year | +21.22% | Since inception | +10.27% |
| NCTWX | Category | |
|---|---|---|
| Performance 5-yr return | +7.52% | +6.62% |
| Expense ratio | 0.64% | 1.38% |
| Risk 5 year sharpe ratio | 0.44 | 0.34 |
| Net assets | $598.3M | $1.1B |
| Average market cap | $7.5B | $6.8B |
| Average P/E | 21.5 | 22.6 |
| Portfolio turnover | 23% | 23% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Nicholas |
| Fund manager & tenure | David Nicholas / 20 Years |
| Minimal initial investment | $100,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | 17.85% |
| Hardware | 13.34% |
| Healthcare | 12.21% |
| Consumer service | 12.20% |
| Financial service | 11.80% |
| FLT Fleetcor Technologies, Inc. | 1.88% |
| FAST Fastenal Company | 1.73% |
| KMX CarMax, Inc. | 1.66% |
| ECL Ecolab, Inc. | 1.62% |
| BEAV B/E Aerospace Inc | 1.60% |
| KMR Kinder Morgan Management LLC | 1.56% |
| PNR Pentair Ltd | 1.55% |
| JAH Jarden Corporation | 1.54% |
| VAR Varian Medical Systems, Inc. | 1.52% |
| TUP Tupperware Brands Corporation | 1.50% |
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