Needham Growth
445 Park Ave New York, NY 10022
Map
Phone: 800-625-7071
| Category: | Mid-Cap Growth | | Fund Family: | Needham | | Net Assets: | 109.88M | | Year-to-Date Return: | 33.10% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-96 |
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Bernard Lirola
Lead Manager since
18-Jan-08 | | | Lirola is Portfolio Manager and Executive VP of the Growth Fund and the Aggressive Growth Fund. Lirola leverages an extensive 31-year career on Wall Street covering investment banking, research and now asset management. Prior to joining Needham in 1994, he worked with Smith Barney, Harris Upham (1976-1978), CS First Boston (1978-1990) and Swiss Bank Co (1990-1994). His current duties include portfolio management-related activities, including stock selection, research, company visits and market analysis. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $1,500 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term tax-efficient capital appreciation. The fund normally invests at least 65% of assets in domestic equities. It may emphasize investments in technology, healthcare, specialty retailing, oil services, industrial, media/leisure/cable/entertainment and business and consumer services. The fund is nondiversified. |
| Last Dividend
(14-Nov-07):
| 0.01 | | Last Cap Gain
(13-Nov-08):
| 1.23 | | Annual Holdings Turnover
| 41.00% | | Average for Category:
| 130.04% |
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| Expense | NEEGX | Category
Avg | | Total Expense Ratio: | 2.02%
| 1.46% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 646 | $716 | | 5 Yr Expense Projection*: |
$ 1,108 | $1,049 | | 10 Yr Expense Projection*: |
$ 2,390 | $2,071 |
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0.04% Nasdaq 
0.36%
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