Nicholas Company Login Home
Nicholas Company Individual Investors Private Accounts Private Accounts

Lipper Fund Award 2013 Nicholas Equity Income Fund

Nicholas Equity Income Fund, Inc. (NSEIX) wins 2016 Lipper Award for the 10-year period

Nicholas Company, Inc., which manages more than $5.8 billion in mutual fund assets and separately managed accounts as of December 31, 2015, announced that one of its mutual funds earned the prestigious 2016 Lipper Fund Award* in its respective category for investment performance.

Per Lipper, the essence of the Lipper Fund Awards is to reward consistent out-performance of individual funds and of fund companies. Winning funds have demonstrated consistently strong risk-adjusted returns compared with peers.

Nicholas Company, Inc. is pleased to announce:

The Nicholas Equity Income Fund, Inc. (NSEIX) was named Best Equity Income Fund out of 184 funds for the 10-year period ended 11/30/15 for risk adjusted performance.

Average Annual Total Returns as of 02/29/2016

1 Year
5 Year
10 Year
NSEIX Total Return -10.44% 8.57% 8.97%
Expense Ratio: 0.72%


Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted.  Performance data current to the most recent quarter end and month end may be obtained by visiting or calling 1-800-544-6547.

Mutual fund investing involves risk: loss of principal is possible. The Fund invests in small and medium sized companies, which involve additional risks. Small- and medium-capitalization companies tend to have limited liquidity and greater price volatility than large-capitalization companies. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities such as limited liquidity and greater volatility. Investment by the Fund in lower-rated and non-rated securities presents a greater risk of loss to principal and interest than higher- rated securities. The fund may invest in REIT's and Real Estate Securities which involve additional risks related to the real estate industry. The performance of these securities is dependent on the types and locations of the properties owned by the entities issuing the securities and how well the properties are managed.

*A Lipper Fund Award is awarded to one fund in each Lipper classification for achieving the strongest trend of consistent risk adjusted performance against its classification peers over a three, five or ten-year period. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Users acknowledge that they have not relied upon any warranty, condition, guarantee, or representation made by Lipper. Any use of the data for analyzing, managing, or trading financial instruments is at the user’s own risk. This is not an offer to buy or sell securities. Lipper Analytical Services, Inc. is an independent mutual fund research and rating service.

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

Copyright 2014. Nicholas Company, Inc. Investment advisory services are offered through Nicholas Company, Inc. The mutual fund information provided on this site is accompanied by Nicholas Funds prospectuses. Your use of this site signifies your acceptance of our Terms and Conditions of Use. | Privacy & Security