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    Needham Small Cap Growth (NESGX)

    12.62 Up 0.17(1.37%) Aug 28
    Prev Close:12.45
    YTD Return*:-3.43%
    Net Assets*:27.07M
    Yield*:N/A

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for NESGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    FORM6.63N/A
    KVHI6.61N/A
    TTMI6.48N/A
    ENTG5.25N/A
    NEWP5.06N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:27.07M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.95%

    Performance & Risk

    YTD Return:-3.43%
    5y Avg Return:7.72%
    Rank in Category (ytd):99
    % Rank in Category (ytd):13.08%
    Beta (3y):0.85
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks long-term, tax-efficient capital appreciation. Under normal conditions, the fund invests at least 80% of its net assets in the equity securities of domestic issuers listed on a nationally recognized securities exchange or traded on the NASDAQ System that have market capitalizations not exceeding $5 billion at the time of investment. It invests, in general, in companies with strong growth potential that, for a variety of reasons, including the market's inefficiencies, are trading at a discount to their underlying value where a catalyst is in place to eliminate that discount. View More
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