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Needham Growth (NEEGX)

44.09 Up 0.41(0.94%) Oct 20
Prev Close:43.68
YTD Return*:0.51%
Net Assets*:136.85M
Yield*:N/A

* As of 30-Sep-14

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

Top Holdings

Symbol% AssetsYTD Return %
GILD9.4340.60
ESRX8.95-0.24
TMO7.147.79
KMX4.92-3.64
SMCI4.6866.55

Fund Basics

Morningstar Overall Rating:
Total Assets:136.85M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.82%

Performance & Risk

YTD Return:0.51%
5y Avg Return:13.67%
Rank in Category (ytd):67
% Rank in Category (ytd):8.79%
Beta (3y):1.27
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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