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NSEIX Nicholas Equity Income I

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Fund NSEIX Nicholas Equity Income I
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Annual Fees
(0.72% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 15.19%
3 YR 7.53%
5 YR 14.23%
10 YR 9.68%
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.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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