Nicholas Equity Income Fund Cash Position Weight
| NSEIX Fund | USD 22.78 0.19 0.84% |
Nicholas Equity Income fundamentals help investors to digest information that contributes to Nicholas Equity's 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 Equity's 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 Equity mutual fund.
Nicholas |
Nicholas Equity Income Mutual Fund Cash Position Weight Analysis
Nicholas Equity's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Nicholas Equity Cash Position Weight | 1.88 % |
Most of Nicholas Equity's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Nicholas Equity Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Nicholas Equity Income has 1.88% in Cash Position Weight. This is much higher than that of the Nicholas family and significantly higher than that of the Large Value category. The cash position weight for all United States funds is notably lower than that of the firm.
Did you try this?
Run Portfolio Dashboard Now
Portfolio DashboardPortfolio dashboard that provides centralized access to all your investments |
| All Next | Launch Module |
Fund Asset Allocation for Nicholas Equity
The fund consists of 97.7% investments in stocks, with the rest of investments allocated between bonds, cash.Asset allocation divides Nicholas Equity's 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 | 17.25 X | ||||
| Price To Book | 2.78 X | ||||
| Price To Sales | 1.49 X | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 12.48 % | ||||
| One Year Return | 20.50 % | ||||
| Three Year Return | 4.66 % | ||||
| Five Year Return | 9.79 % | ||||
| Ten Year Return | 10.45 % | ||||
| Net Asset | 445.43 M | ||||
| Minimum Initial Investment | 500 | ||||
| Cash Position Weight | 1.88 % | ||||
| Equity Positions Weight | 97.70 % | ||||
| Bond Positions Weight | 0.42 % |
About Nicholas Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Nicholas Equity Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Nicholas Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Nicholas Equity Income 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.
Also Currently Popular
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 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.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |