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    Needham Growth (NEEGX)

    48.13 Down 0.22(0.46%) Apr 24
    Prev Close:48.35
    YTD Return*:3.59%
    Net Assets*:151.61M
    Yield*:N/A

    * As of 31-Mar-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    ESRX9.71-0.52
    GILD7.673.67
    TMO6.755.48
    KMX5.212.72
    SMCI4.97-3.33

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:151.61M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.80%

    Performance & Risk

    YTD Return:3.59%
    5y Avg Return:12.72%
    Rank in Category (ytd):82
    % Rank in Category (ytd):10.57%
    Beta (3y):1.01
    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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