Happy Medium

At A Glance

Fund name: Nicholas II Fund
Portfolio manager: David O. Nicholas
Managed by: Nicholas Co. Inc.
Holdings include: Tootsie Roll Industries, Fiserve and G & K Services
Total assets: $1.13 billion
Average annual return: 17.09%
Load: None
Management fee: 0.61%
Minimum initial investment: $500
Phone: (800) 227-5987

Figures are as of 5/27/98.

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This article was originally published in the September 1998 print edition of Entrepreneur with the headline: Happy Medium.

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