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In 1967, Albert O. Nicholas fulfilled a dream to start an investment advisory firm founded on the principle of delivering superior investment performance at a low cost. The Nicholas philosophy concentrated on independent, primary research and performance, rather than advertising hype and promotion. Ab Nicholas long believed investors would search out investment advisers with a proven track record, and they have. During the last half-century, Nicholas Company has helped more than a quarter million investors, institutions and individuals in pursuing their investment goals.

As the Nicholas reputation for excellence grew and attracted new shareholders, the company expanded its mutual fund offerings and began to offer separate account management to individual and institutional investors. Nicholas has more than $2 billion under management in six, no-load mutual funds, and separate accounts managed for employee benefit plans, foundations, endowments, corporations, and individuals.

Company History

1967
Nicholas Company was founded.

1969
Nicholas Fund, Inc., our flagship, large-cap growth mutual fund, was introduced.

1977
Nicholas Company acquired the Wisconsin Income Fund, which became the Nicholas High Income Fund, Inc., our high-yield bond fund offering.

1983
Nicholas II, Inc. was introduced to focus on mid-sized companies.

1987
Nicholas Limited Edition, Inc. was launched to focus specifically on small company stocks.

1988
Nicholas Money Market Fund, Inc. opened in response to client requests for a cash investment alternative.

1993
Nicholas Equity Income Fund, Inc. was introduced to offer investors an opportunity to pursue stocks producing high dividend income with the potential for moderate capital growth.

2005
Nicholas Company introduced the N Class share for Nicholas II, Nicholas Limited Edition, Nicholas Equity Income and Nicholas High Income Funds.

2007
Nicholas Equity Income Fund, Inc. Class N closed to investors. Nicholas Equity Income Fund, Inc. Class I remained open and lowered its minimum initial investment to $500.

Investing in smaller companies involves additional risks such as limited liquidity and greater volatility.  Investing in lower-rated and non-rated  securities presents a greater risk of loss to principal and interest than higher-rated securities. 

An investment in the Money Market Fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency.  Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.

Diversification does not assure a profit nor protect against loss in a declining market.

Glossary of terms

Nicholas Funds are distributed by Quasar Distributors, LLC


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