Nicholas Equity Income
Morningstar Rating: 5 stars
Minimum investment: $500
Performance Summary: NSEIX is outdoing the S&P 500 by less than 1 percentage point in 2013, and by almost 3 percentage points in the past year.
Notes: A midcap fund blending both growth and value stocks, NSEIX has 87% of its portfolio invested in U.S. equities and 3.7% in foreign stocks. Top holdings include Walgreen (WAG), Kinder Morgan Inc. (KMI) and Tupperware (TUP).