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  •  Dow Up 0.19% Nasdaq Up 0.57%

    Needham Growth (NEEGX)

    47.34 Up 0.08(0.17%) Mar 27
    Prev Close:47.26
    YTD Return*:4.74%
    Net Assets*:153.69M
    Yield*:N/A

    * As of 28-Feb-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    ESRX9.710.31
    GILD7.6710.15
    TMO6.754.84
    KMX5.211.79
    SMCI4.9715.63

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:153.69M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.80%

    Performance & Risk

    YTD Return:4.74%
    5y Avg Return:14.76%
    Rank in Category (ytd):51
    % Rank in Category (ytd):6.57%
    Beta (3y):1.02
    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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