Nicholas Fund Inc - Nicholas
Shareclass
Nicholas Fund Inc (NICSX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Nicholas Fund Inc - Nicholas
FUND COVERAGE
# of holdings54
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC2.04%$81.01M
- 2. Sanofi SA1.59%$63.38M
- 3. Boston Scientific Corp1.47%$58.38M
- 4. Mastercard Inc1.63%$64.8M
- 5. JPMorgan Chase & Co1.6%$63.76M
- 6. Microsoft Corp4.4%$174.85M
- 7. S&P Global Inc2.19%$86.95M
- 8. McDonald's Corp1.41%$56.08M
- 9. Coca-Cola Co/The1.85%$73.41M
- 10. Starbucks Corp1.31%$52.11M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Cintas Corp1.25%$49.61M
- 2. O'Reilly Automotive Inc1.81%$72.08M
- 3. Snowflake Inc1.18%$46.99M
- 4. Trade Desk Inc/The0.77%$30.69M
- 5. Zscaler Inc1.12%$44.47M
- 6. Fastenal Co1.44%$57.26M
- 7. Vulcan Materials Co1.44%$57.2M
- 8. Broadcom Inc1.33%$53.01M
- 9. Cadence Design Systems Inc1.01%$40.16M
- 10. Waste Connections Inc1.58%$62.95M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Nicholas Fund Inc - Nicholas
Totals
Holdings
Assets
Weight
Prisons
6.0
$863.58M
22%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$778.52M
20%
Borders high risk
0.0
$0
0%
Total
7.0
$917.22M
23%
Holdings — 7 flagged holdings
1.
Alphabet Inc
:$249.9M
6.29%
2.
Amazon.com Inc
:$207.99M
5.23%
3.
Microsoft Corp
:$174.85M
4.4%
4.
Thermo Fisher Scientific Inc
:$92.13M
2.32%
5.
Costco Wholesale Corp
$82.62M
2.08%
6.
McDonald's Corp
$56.08M
1.41%
7.
Salesforce Inc
:$53.64M
1.35%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Nicholas Fund Inc - Nicholas NICSX
Environment
Social
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