NPSGX Mutual Fund

NPSGX Mutual Fund (Nicholas Partners Small Cap Growth Fund Institutional Class) is managed by Nicholas Investment Partners. NPSGX expense ratio is 0.99%, holding 95 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2019-01-16.

NPSGX performance shows a YTD return of 17.95%. The 1-year return is 35.82% and the 5-year return is 6.42%. NPSGX dividend yield stands at 3.96%, paid annually.

NPSGX top holdings include Revolution Medicines Inc (3.7%), Bwx Technologies, Inc. (3.5%), Cash & Cash Equivalents (3.0%), Callaway Golf Co (2.9%), Modine Manufacturing Company (2.7%). Go to all NPSGX holdings, NPSGX sectors, or NPSGX dividends.

NPSGX can be compared against other funds. Use NPSGX overlap to find shared positions, or NPSGX vs another fund for a side-by-side view. NPSGX alternatives are available via the screener, along with tax-loss harvesting opportunities.