NPSGX – Nicholas Partners Small Cap Gr Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of small-capitalization companies. The fund's manager considers small-capitalization companies to be those with market capitalizations within the range of the market capitalizations of companies in the Russell 2000 Growth Index at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NPSGX	Nicholas Partners Small Cap Growth Fund Institutional Shares	Institutional	Open			Jan 16, 2019	$152.79M	0.990%	Above Average	$5,000	$9,295.61

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