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  •  Dow Down 0.64% Nasdaq Down 0.55%

    Needham Small Cap Growth (NESGX)

    14.62 Down 0.06(0.41%) May 29
    Prev Close:14.68
    YTD Return*:3.07%
    Net Assets*:30.54M
    Yield*:N/A

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for NESGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    KVHI6.252.53
    TTMI6.0925.23
    FORM5.991.28
    IIVI5.6731.36
    RKUS5.14-9.98

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:30.54M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.95%

    Performance & Risk

    YTD Return:3.07%
    5y Avg Return:7.74%
    Rank in Category (ytd):52
    % Rank in Category (ytd):6.81%
    Beta (3y):0.92
    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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