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  •  Dow Up 0.08% Nasdaq Up 0.27%

    Needham Small Cap Growth (NESGX)

    13.67 Up 0.23(1.71%) Dec 18
    Prev Close:13.67
    YTD Return*:-2.87%
    Net Assets*:32.18M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for NESGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    FORM9.8636.94
    ELX7.34-25.28
    RKUS5.22-19.01
    KVHI5.13-3.61
    RTEC4.81-20.78

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:32.18M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.96%

    Performance & Risk

    YTD Return:-2.87%
    5y Avg Return:11.48%
    Rank in Category (ytd):81
    % Rank in Category (ytd):11.19%
    Beta (3y):1.03
    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 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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