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Needham Small Cap Growth (NESGX)

14.56 Down 0.02(0.14%) Oct 24
Prev Close:14.58
YTD Return*:-5.18%
Net Assets*:33.38M
Yield*:N/A

* As of 30-Sep-14

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

Headlines

  • No Headlines available for NESGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FORM9.8617.47
ELX7.34-29.89
RKUS5.22-5.14
KVHI5.13-15.35
RTEC4.81-23.00

Fund Basics

Morningstar Overall Rating:
Total Assets:33.38M
Category:Small Growth
Annual Report Expense Ratio (net):1.96%

Performance & Risk

YTD Return:-5.18%
5y Avg Return:10.05%
Rank in Category (ytd):57
% Rank in Category (ytd):7.73%
Beta (3y):1.11
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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