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  •  Dow Up 0.15% Nasdaq Up 0.36%

    Needham Growth (NEEGX)

    46.29 Up 0.67(1.47%) Dec 19
    Prev Close:45.62
    YTD Return*:7.16%
    Net Assets*:143.76M
    Yield*:N/A

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    GILD9.4336.07
    ESRX8.9519.76
    TMO7.1416.08
    KMX4.9221.44
    SMCI4.6890.91

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:143.76M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.82%

    Performance & Risk

    YTD Return:7.16%
    5y Avg Return:15.50%
    Rank in Category (ytd):53
    % Rank in Category (ytd):7.06%
    Beta (3y):1.10
    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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