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@John Chisum: If I new where you lived, I'd send you a holiday greeting card. IBD only considered funds that were at least fifteen years old, ACMVX is only ten. You need a little work on graphic reading. Regards, Ted
NICSX's annualized 15 year return is 6.78% as of today (Dec 18th), well below SMCDX's 11.47% at the bottom of the linked chart. It's a fine fund, though I've wondered for several years how long A. Nicholas will keep going (he's worked in the industry since the 50s - okay, the late 50s).
Comments
The divergence of YTD performance is fascinating.
ACMVX is up 14.73% YTD according to M*. Guess they didn't pay enough to get mentioned.
Regards,
Ted
Also did not realize he was still so involved. Shoulda checked lots of things before suggesting.
www.nicholasfunds.com/news/LA_Times-Nicholas-Fund.pdf
My late father suggested it to me in college or grad school 40+ years ago, and I held it for a while but then got impatient, d'oh.