• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.54% Nasdaq Down 0.74%

    Needham Small Cap Growth (NESGX)

    13.00 Down 0.16(1.22%) May 3
    Prev Close:13.00
    YTD Return*:7.48%
    Net Assets*:25.62M
    Yield*:N/A

    * As of 31-Mar-16

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

    Headlines

    • No Headlines available for NESGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    NEWP9.98N/A
    UCTT6.83N/A
    SGI6.44N/A
    KVHI5.10N/A
    AMBR5.00N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:25.62M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.95%

    Performance & Risk

    YTD Return:7.48%
    5y Avg Return:1.87%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.13%
    Beta (3y):0.80
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback