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  •  Dow Down 1.45% Nasdaq Down 1.03%

    Needham Growth (NEEGX)

    45.30 Down 0.71(1.54%) Jan 30
    Prev Close:46.01
    YTD Return*:8.98%
    Net Assets*:147.71M
    Yield*:N/A

    * As of 31-Dec-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    ESRX9.71-0.02
    GILD7.670.69
    TMO6.752.26
    KMX5.21-0.17
    SMCI4.97-0.43

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:147.71M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.82%

    Performance & Risk

    YTD Return:8.98%
    5y Avg Return:14.14%
    Rank in Category (ytd):31
    % Rank in Category (ytd):4.14%
    Beta (3y):1.08
    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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