Needham Small Cap Growth (NESGX)
13.17 0.05(0.38%) May 20
* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.92%|
Performance & Risk
|5y Avg Return:||7.72%|
|Rank in Category (ytd):||98|
|% Rank in Category (ytd):||13.15%|
|Morningstar Risk Rating:||2|
The investment seeks long-term, tax-efficient capital appreciation.
The fund normally invests at least 80% of its net assets in equity securities of domestic issuers listed on a nationally recognized securities exchange or traded on the NASDAQ System that have market capitalizations not exceeding $3 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. The fund is non-diversified. View More