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Needham Small Cap Growth (NESGX)

13.72 Up 0.07(0.51%) Nov 26
Prev Close:13.65
YTD Return*:-1.66%
Net Assets*:33.81M
Yield*:N/A

* As of 31-Oct-14

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

Headlines

  • No Headlines available for NESGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FORM9.8630.28
ELX7.34-18.72
RKUS5.22-9.72
KVHI5.13-2.23
RTEC4.81-24.28

Fund Basics

Morningstar Overall Rating:
Total Assets:33.81M
Category:Small Growth
Annual Report Expense Ratio (net):1.96%

Performance & Risk

YTD Return:-1.66%
5y Avg Return:12.35%
Rank in Category (ytd):70
% Rank in Category (ytd):9.55%
Beta (3y):1.05
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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