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Nicholas Limited Edition I NCLEX

Quantitative rating as of | See Nicholas Investment Hub
  • NAV / 1-Day Return 26.76  /  1.22 %
  • Total Assets 462.0 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 28%

Morningstar’s Analysis NCLEX

Will NCLEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Nicholas Limited Edition I's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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