Nicholas Equity is trading at 22.87 as of the 29th of January 2026; that is 0.09 percent decrease since the beginning of the trading day. The fund's open price was 22.89. Nicholas Equity has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 31st of October 2025 and ending today, the 29th of January 2026. Click here to learn more.
To achieve moderate long-term growth, the fund seeks a five-year return which approximates three-fourths of the average total return achieved over a five-year period on the SP 500 Index. It invests in a diversified portfolio of income-producing equity securities and corporate and government fixed income investments . More on Nicholas Equity Income
Nicholas Equity Income [NSEIX] is traded in USA and was established 29th of January 2026. Nicholas Equity is listed under Nicholas category by Fama And French industry classification. The fund is listed under Large Value category and is part of Nicholas family. This fund now has accumulated 451.37 M in assets with minimum initial investment of 500. Nicholas Equity Income is currently producing year-to-date (YTD) return of 4.05% with the current yeild of 0.02%, while the total return for the last 3 years was 9.81%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nicholas Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nicholas Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nicholas Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
The fund generated returns of 10.0% over the last ten years. Nicholas Equity Income maintains 97.7% of assets in stocks. Large Value To find out more about Nicholas Equity Income contact the company at 800-544-6547.
Nicholas Equity issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Nicholas Equity Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Nicholas bonds can be classified according to their maturity, which is the date when Nicholas Equity Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Nicholas Equity intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Nicholas Equity mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Nicholas Equity's time-series forecasting models are one of many Nicholas Equity's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Nicholas Equity's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Other Information on Investing in Nicholas Mutual Fund
Nicholas Equity financial ratios help investors to determine whether Nicholas Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nicholas with respect to the benefits of owning Nicholas Equity security.