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  •  Dow Down 0.26% Nasdaq Down 0.34%

    Needham Small Cap Growth (NESGX)

    14.08 Down 0.18(1.26%) Jul 6
    Prev Close:14.26
    YTD Return*:4.35%
    Net Assets*:30.67M
    Yield*:N/A

    * As of 31-May-15

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

    Headlines

    • No Headlines available for NESGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    KVHI6.25N/A
    TTMI6.09N/A
    FORM5.99N/A
    IIVI5.67N/A
    RKUS5.14N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:30.67M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.95%

    Performance & Risk

    YTD Return:4.35%
    5y Avg Return:9.23%
    Rank in Category (ytd):74
    % Rank in Category (ytd):9.65%
    Beta (3y):0.93
    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
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