Nicholas Partners Small Cap Growth FundNPSGX

MUTUAL FUNDNicholas
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$149.3M
Expense ratio
0.99%
1-year return
+40.0%
3 years, a year
+19.1%
5 years, a year
+5.3%
Holdings
95

What it aims to do.

The Nicholas Partners Small Cap Growth Fund (the Fund) seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
BWXT Bwx Technologies, Inc.4.69%
RVMD Revolution Medicines, Inc.2.98%
MOD Modine Manufacturing Company2.82%
INSM Insmed Incorporated2.57%
KTOS Kratos Defense & Security Solutions, Inc.2.48%
STRL Sterling Infrastructure, Inc.2.46%
PARR Par Pacific Holdings, Inc.2.31%
EMBJ Embraer S.A.2.29%
FTAI FTAI Aviation Ltd.2.17%
BBIO Bridgebio Pharma, Inc.2.15%

More on NPSGX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.