Nicholas Ltd Edition Fund Return On Equity
| NCLEX Fund | USD 33.07 0.07 0.21% |
Nicholas Ltd Edition fundamentals help investors to digest information that contributes to Nicholas' financial success or failures. It also enables traders to predict the movement of Nicholas Mutual Fund. The fundamental analysis module provides a way to measure Nicholas' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Nicholas mutual fund.
Nicholas |
Nicholas Ltd Edition Mutual Fund Return On Equity Analysis
Nicholas' Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
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Based on the latest financial disclosure, Nicholas Ltd Edition has a Return On Equity of 0.0. This indicator is about the same for the Nicholas average (which is currently at 0.0) family and about the same as Small Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Nicholas Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Nicholas' direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Nicholas could also be used in its relative valuation, which is a method of valuing Nicholas by comparing valuation metrics of similar companies.Nicholas is currently under evaluation in return on equity among similar funds.
Fund Asset Allocation for Nicholas
The fund consists of 97.05% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Nicholas' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Nicholas Fundamentals
| Price To Earning | 25.76 X | |||
| Price To Book | 3.17 X | |||
| Price To Sales | 1.37 X | |||
| Total Asset | 436.57 M | |||
| Year To Date Return | 17.79 % | |||
| One Year Return | 27.99 % | |||
| Three Year Return | 1.93 % | |||
| Five Year Return | 9.57 % | |||
| Ten Year Return | 12.03 % | |||
| Net Asset | 454.06 M | |||
| Minimum Initial Investment | 100 K | |||
| Cash Position Weight | 2.95 % | |||
| Equity Positions Weight | 97.05 % |
About Nicholas Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Nicholas Ltd Edition's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Nicholas using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Nicholas Ltd Edition based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Nicholas Mutual Fund
Nicholas 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 security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |