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    Needham Growth (NEEGX)

    43.49 Down 0.19(0.43%) Aug 31
    Prev Close:43.49
    YTD Return*:1.28%
    Net Assets*:143.91M
    Yield*:N/A

    * As of 31-Jul-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    ESRX8.44N/A
    GILD7.82N/A
    TMO6.84N/A
    KMX5.23N/A
    FORM4.30N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:143.91M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.80%

    Performance & Risk

    YTD Return:1.28%
    5y Avg Return:13.61%
    Rank in Category (ytd):96
    % Rank in Category (ytd):12.53%
    Beta (3y):0.87
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term, tax-efficient capital appreciation. The fund normally invests at least 65% of its total assets in the equity securities of domestic issuers listed on a nationally recognized securities exchange or traded on the NASDAQ System. It may, but is not required to, invest in the securities of companies of any market capitalization and from a variety of industries included in the technology, healthcare, energy and industrials, specialty retailing, media/leisure/cable/entertainment and business and consumer services sectors. View More
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