Needham Small Cap Growth (NESGX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.96%|
Performance & Risk
|5y Avg Return:||17.91%|
|Rank in Category (ytd):||86|
|% Rank in Category (ytd):||11.65%|
|Morningstar Risk Rating:||2|
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