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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1024 | 1104 | 1136 | 1579 | 2289 |
Fund Return | 2.88% | 2.38% | 10.37% | 4.33% | 9.56% | 8.63% |
Place in category | 1006 | 1060 | 940 | 927 | 431 | 362 |
% in Category | 78 | 84 | 79 | 82 | 42 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nicholas | 4.09B | 4.78 | 9.90 | 11.51 | ||
Nicholas II I | 1.02B | 1.07 | 2.70 | 10.27 | ||
Nicholas Limited Edition I | 449.51M | -0.97 | -0.63 | 8.89 | ||
Nicholas II N | 81.98M | 5.73 | 7.17 | 10.24 | ||
Nicholas Limited Edition N | 20.82M | 16.81 | 1.83 | 8.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 38.88B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.31 | 430.32 | +0.04% | |
JPMorgan | US46625H1005 | 2.32 | 199.50 | -0.60% | |
Abbott Labs | US0028241000 | 2.17 | 101.96 | -1.91% | |
TJX | US8725401090 | 2.11 | 101.42 | -0.70% | |
Charles Schwab | US8085131055 | 2.05 | 70.79 | -2.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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