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    Needham Growth (NEEGX)

    36.19 Up 0.15(0.42%) Feb 10
    Prev Close:36.19
    YTD Return*:-7.32%
    Net Assets*:116.95M
    Yield*:N/A

    * As of 31-Jan-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    ESRX9.31N/A
    TMO8.72N/A
    GILD7.84N/A
    BDX5.24N/A
    KMX4.97N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:116.95M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.80%

    Performance & Risk

    YTD Return:-7.32%
    5y Avg Return:4.77%
    Rank in Category (ytd):32
    % Rank in Category (ytd):4.28%
    Beta (3y):0.90
    Morningstar Risk Rating:3

    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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