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    Needham Growth (NEEGX)

    47.42 Down 0.23(0.48%) Jul 2
    Prev Close:47.65
    YTD Return*:4.61%
    Net Assets*:150.27M
    Yield*:N/A

    * As of 31-May-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    ESRX8.22N/A
    GILD7.06N/A
    TMO6.82N/A
    KMX5.25N/A
    KVHI4.25N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:150.27M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.80%

    Performance & Risk

    YTD Return:4.61%
    5y Avg Return:14.11%
    Rank in Category (ytd):76
    % Rank in Category (ytd):9.72%
    Beta (3y):0.89
    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 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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