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Nicholas II I NCTWX

Quantitative rating as of
  • NAV / 1-Day Return 28.92  /  0.92 %
  • Total Assets 970.0 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.22%
  • Turnover 16%

Morningstar’s Analysis NCTWX

Will NCTWX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Nicholas II 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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