About NPSGX
Nicholas Partners Small Cap Growth Fund Institutional Shares is a mutual fund focused on long-term capital appreciation by investing primarily in small-cap U.S. companies. Targeting firms with market capitalizations aligned with the Russell 2000 Growth Index, the fund actively seeks out dynamic, often less-followed stocks that exhibit strong growth potential. Through in-depth research and a disciplined stock selection approach, the management team—led by seasoned professionals with decades of experience—identifies companies poised for transformative growth and innovation. The portfolio is diversified across sectors such as industrials, technology, financial services, consumer cyclical, and real estate, with an emphasis on adaptable, high-conviction positions. Known for its active management strategy, the fund maintains higher turnover to capitalize on evolving market opportunities, which may result in increased transaction activity compared to more passive approaches. Positioned in the small-cap growth category, this fund serves investors seeking exposure to early-stage growth companies and a higher active share versus core indexes, aiming to outpace benchmarks through rigorous security selection and sector tilts.
Fund Family Nicholas Investment Partners
Category Small Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol NPSGX
Share Class Institutional Shares
Index Russell 2000 Growth TR
NPSGX had a total return of 3.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.59%.
