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Needham Growth (NEEGX)

45.23 Down 0.36(0.79%) Nov 28
Prev Close:45.59
YTD Return*:6.55%
Net Assets*:143.48M
Yield*:N/A

* As of 31-Oct-14

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

Top Holdings

Symbol% AssetsYTD Return %
GILD9.4346.44
ESRX8.959.77
TMO7.146.74
KMX4.9219.78
SMCI4.6890.44

Fund Basics

Morningstar Overall Rating:
Total Assets:143.48M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.82%

Performance & Risk

YTD Return:6.55%
5y Avg Return:15.88%
Rank in Category (ytd):30
% Rank in Category (ytd):3.93%
Beta (3y):1.12
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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