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Nicholas Limited Edition Fund Class N (NNLEX)

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25.030 +0.200    +0.81%
17/06 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 20.39M
Type:  Fund
Market:  United States
Issuer:  Nicholas
Asset Class:  Equity
Nicholas Limited Edition Fund Class N 25.030 +0.200 +0.81%

NNLEX Overview

 
On this page you'll find an in-depth profile of Nicholas Limited Edition Fund Class N. Learn about the key management, total assets, investment strategy and contact information of NNLEX among other information.
Category

Small Growth

Total Assets

20.39M

Expenses

1.17%

Inception Date

Feb 28, 2005

Investment Strategy

The investment seeks to increase the value of the investment over the long-term. The fund primarily primarily invests in common stocks of domestic corporations with medium-sized market capitalizations believed to have growth potential. The advisor believes a company’s annual sales volume and the market capitalization (the number of shares outstanding multiplied by the per share price) are the factors most illustrative of a company’s size. The advisor generally considers companies with market capitalizations up to $3 billion as "small", between $3 billion and $25 billion as "medium," and greater than $25 billion as "large."

Contact Information

Address Nicholas Family Of Funds, 615 E. Michigan St, 3rd Floor
Milwaukee,WI 53202
United States
Phone +1 8005446547

Top Executives

Name Title Since Until
Ryan P Bushman Senior Research Analyst and Portfolio Manager 2021 Now
Biography Ryan joined Nicholas Company in October 2020 as a senior research analyst. Ryan was named co-portfolio manager of Nicholas Limited Edition, Inc. effective February 2021. Ryan is a generalist analyzing companies across all capitalizations with an emphasis on small- and mid-cap stocks in the health care and industrial sectors. Previously, Ryan was a Co-Portfolio Manager and Research Analyst at Rice Hall James & Associates in San Diego, CA for 3 years covering the consumer and health care sectors. Other sectors of coverage included industrials and information technology. Ryan began his career in the investment industry in 2000 at M&I Investment Management Corp. as a financial auditor and trade coordinator and held various analyst positions from 2003 to 2007 at the company as it was acquired by BMO Asset Management advancing to the role of Equity Analyst and Director for the BMO Small-Cap Growth and Mid-Cap Growth products for nine years. Ryan earned a B.B.A. with an emphasis on Finance from UW-Whitewater and graduated magna cum laude from Marquette University earning an M.B.A. with an emphasis in Finance. He has earned the right to use the CFA designation and is currently a member of the CFA Society Milwaukee.
David O. Nicholas CEO, President, CIO, Portfolio Manager 1993 Now
Biography Dave Nicholas joined Nicholas Company as an investment analyst in 1986. He serves in a leadership position for the company as CEO and President, while primarily focusing his efforts day-to-day on investments as a Portfolio Manager and the Chief Investment Officer. Dave earned a B.B.A. in Finance from the University of Wisconsin-Madison and completed his M.S. in Finance at the University of Wisconsin-Milwaukee, where he is a member of the University’s Business School Advisory Board. He has earned the right to use the CFA designation and is a member of the CFA Society Milwaukee.
Neal Dihora Co-Portfolio Manager 2016 2020
Biography Dihora initially joined Wasatch Advisors Inc. in 2002 and worked for a year as a senior equities analyst. He then went to Nicholas Company Inc. as a research analyst and rejoined Wasatch in 2006. Mr. Neal Dihora has been Co-Portfolio Manager and joined Nicholas as a senior research analyst in June 2015. Dihora holds the Chartered Financial Analyst designation.
Albert O. Nicholas President, Founder 1987 1993
Biography Nicholas is president of Nicholas Company, the company he founded in 1967. Previously, he spent eight years as an investment analyst and then an assistant vice president with Marshall & Ilsley Bank. Nicholas holds the Chartered Financial Analyst designation.
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