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 101 positions across sectors including Health Care, Information Technology, Consumer Discretionary. Inception date: 2019-01-16.

NPSGX performance shows a YTD return of 13.76%. The 1-year return is 23.75% and the 5-year return is 8.51%. NPSGX dividend yield stands at 3.96%, paid annually.

NPSGX top holdings include Revolution Medicines Inc (4.2%), Bwx Technologies, Inc. (3.5%), Callaway Golf Co (3.1%), Enliven Therapeutics Inc (2.9%), Par Pacific Holdings Inc (2.5%). 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.