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NCLEX Nicholas Limited Edition I Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are CyberArk Software Ltd (NASDAQ:CYBR).

Industry description

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 small-and 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."

Market Cap

The average market capitalization across the Nicholas Limited Edition I MF is 6.43B. The market cap for tickers in the group ranges from 2.82B to 13.97B. RBA holds the highest valuation in this group at 13.97B. The lowest valued company is ICFI at 2.82B.

Volume

The average weekly volume growth across all stocks in the Nicholas Limited Edition I MF was 10%. For the same stocks of the MF, the average monthly volume growth was 35% and the average quarterly volume growth was 52%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 77
P/E Growth Rating: 71
Price Growth Rating: 44
SMR Rating: 62
Profit Risk Rating: 23
Seasonality Score: 6 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Nicholas Family Of Funds, 615 E. Michigan St, 3rd FloorMilwaukee WI 53202Milwaukee
Phone
N/A
Web
www.nicholasfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GWSCX13.69-0.01
-0.07%
Gabelli Focused Gr and Inc C
FDERX25.88-0.15
-0.58%
Federated Hermes Equity Income R
ACESX11.48-0.07
-0.61%
Invesco Equity and Income R
WMMAX15.33-0.11
-0.71%
TETON Westwood Mighty Mites A
PSIJX9.58-0.19
-1.94%
Principal SmallCap Growth I J

NCLEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NCLEX has been closely correlated with VEXPX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if NCLEX jumps, then VEXPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NCLEX
1D Price
Change %
NCLEX100%
-1.47%
VEXPX - NCLEX
94%
Closely correlated
-1.74%
VEXRX - NCLEX
94%
Closely correlated
-1.74%
WCMNX - NCLEX
94%
Closely correlated
-2.59%
WCMLX - NCLEX
94%
Closely correlated
-2.56%
VISGX - NCLEX
93%
Closely correlated
-1.56%
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