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  •  Dow Down 0.94% Nasdaq Down 1.03%

    Needham Small Cap Growth (NESGX)

    14.94 Down 0.09(0.60%) Mar 31
    Prev Close:14.94
    YTD Return*:6.50%
    Net Assets*:33.15M
    Yield*:N/A

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for NESGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    FORM10.4719.30
    ELX6.0040.39
    KVHI5.323.00
    AL5.0910.55
    SMCI5.0115.63

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:33.15M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.95%

    Performance & Risk

    YTD Return:6.50%
    5y Avg Return:11.00%
    Rank in Category (ytd):7
    % Rank in Category (ytd):0.92%
    Beta (3y):0.96
    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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