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Needham Small Cap Growth (NESGX)

13.17 Up 0.05(0.38%) May 20

Prev Close:13.17
YTD Return*:3.03%
Net Assets*:55.57M
Yield*:N/A

* As of 28-Feb-13

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

Top Holdings

Symbol% AssetsYTD Return %
ELX7.52-11.51
TTMI6.43-13.22
SMCI5.6816.86
ANEN5.231.23
FORM4.9010.96
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:55.57M
Category:Small Growth
Annual Report Expense Ratio (net):1.92%
Fund Profile | Holdings

Performance & Risk

YTD Return:3.03%
5y Avg Return:7.72%
Rank in Category (ytd):98
% Rank in Category (ytd):13.15%
Beta (3y):1.20
Morningstar Risk Rating:2
Performance Details | Risk Details

Fund Summary

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
Fund Profile
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