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 Dow Down 0.42% Nasdaq Down 0.05%

Needham Growth (NEEGX)

45.97 Up 0.24(0.52%) Jul 29
Prev Close:45.73
YTD Return*:3.99%
Net Assets*:146.19M
Yield*:N/A

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
ESRX9.13-1.67
TMO8.297.10
GILD8.1513.57
KMX5.6610.93
FORM4.2439.93

Fund Basics

Morningstar Overall Rating:
Total Assets:146.19M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.82%

Performance & Risk

YTD Return:3.99%
5y Avg Return:18.41%
Rank in Category (ytd):50
% Rank in Category (ytd):6.53%
Beta (3y):1.36
Morningstar Risk Rating:5

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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