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  •  Dow Up 0.86% Nasdaq Up 0.90%

    Needham Growth (NEEGX)

    48.56 Up 0.38(0.79%) Mar 2
    Prev Close:48.18
    YTD Return*:-1.52%
    Net Assets*:145.46M
    Yield*:N/A

    * As of 31-Jan-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    ESRX9.71-3.41
    GILD7.6712.66
    TMO6.750.48
    KMX5.21-6.08
    SMCI4.974.56

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:145.46M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.82%

    Performance & Risk

    YTD Return:-1.52%
    5y Avg Return:14.55%
    Rank in Category (ytd):31
    % Rank in Category (ytd):3.99%
    Beta (3y):0.99
    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 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 stocks from issuers 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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