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NSEIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
438.29M

NSEIX Nicholas Equity Income I Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Merck & Co (NYSE:MRK), ABBVIE (NYSE:ABBV), Cisco Systems (NASDAQ:CSCO), Medtronic plc (NYSE:MDT), TJX Companies (NYSE:TJX).

Industry description

The investment seeks to produce reasonable income and the fund's secondary goal is moderate long-term growth. 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 S&P 500 Index. It invests in a diversified portfolio of income-producing equity securities (including common stocks, preferred stocks and convertible securities) and corporate and government fixed income investments (including notes, bonds and debentures). The fund invests, under normal market conditions, at least 80% of its net assets in equity securities.

Market Cap

The average market capitalization across the Nicholas Equity Income I MF is 228.89B. The market cap for tickers in the group ranges from 92.02B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is ETN at 92.02B.

Volume

The average weekly volume growth across all stocks in the Nicholas Equity Income I MF was 10%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was -11%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 51
Price Growth Rating: 43
SMR Rating: 40
Profit Risk Rating: 38
Seasonality Score: 18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Nicholas Family Of Funds, 615 E. Michigan St, 3rd FloorMilwaukee, WI 53202Milwaukee
Phone
N/A
Web
www.nicholasfunds.com
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NSEIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, NSEIX has been closely correlated with VIVAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if NSEIX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NSEIX
1D Price
Change %
NSEIX100%
+0.10%
VIVAX - NSEIX
92%
Closely correlated
N/A
FFFMX - NSEIX
92%
Closely correlated
+0.02%
VVIAX - NSEIX
91%
Closely correlated
N/A
VIVIX - NSEIX
91%
Closely correlated
N/A
FFMMX - NSEIX
91%
Closely correlated
+0.02%
More