Dow Down 0.36% Nasdaq Down 0.53%

Needham Growth (NEEGX)

47.05 Down 0.33(0.70%) Sep 12
Prev Close:47.38
YTD Return*:4.15%
Net Assets*:143.33M
Yield*:N/A

* As of 31-Aug-14

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

Top Holdings

Symbol% AssetsYTD Return %
ESRX9.134.57
TMO8.2910.48
GILD8.1545.62
KMX5.6610.34
FORM4.2439.93

Fund Basics

Morningstar Overall Rating:
Total Assets:143.33M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.82%

Performance & Risk

YTD Return:4.15%
5y Avg Return:16.00%
Rank in Category (ytd):67
% Rank in Category (ytd):8.75%
Beta (3y):1.29
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback