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    Needham Growth (NEEGX)

    46.03 Up 0.33(0.72%) Jul 29
    Prev Close:46.03
    YTD Return*:3.50%
    Net Assets*:147.71M
    Yield*:N/A

    * As of 30-Jun-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    ESRX8.44N/A
    GILD7.82N/A
    TMO6.84N/A
    KMX5.23N/A
    FORM4.30N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:147.71M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.80%

    Performance & Risk

    YTD Return:3.50%
    5y Avg Return:14.90%
    Rank in Category (ytd):80
    % Rank in Category (ytd):10.39%
    Beta (3y):0.88
    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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