Dow Down 0.22% Nasdaq Up 0.14%

Needham Growth (NEEGX)

46.68 Up 0.02(0.04%) Aug 22
Prev Close:46.66
YTD Return*:0.87%
Net Assets*:140.25M
Yield*:N/A

* As of 31-Jul-14

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

Top Holdings

Symbol% AssetsYTD Return %
ESRX9.13-0.10
TMO8.299.28
GILD8.1521.84
KMX5.666.25
FORM4.2411.48

Fund Basics

Morningstar Overall Rating:
Total Assets:140.25M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.82%

Performance & Risk

YTD Return:0.87%
5y Avg Return:15.82%
Rank in Category (ytd):44
% Rank in Category (ytd):5.74%
Beta (3y):1.34
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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