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 Dow Down 0.42% Nasdaq Down 0.39%

Needham Small Cap Growth (NESGX)

14.75 Down 0.05(0.34%) Aug 1
Prev Close:14.80
YTD Return*:-1.54%
Net Assets*:38.87M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for NESGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FORM9.9739.93
ELX6.53-17.74
IIVI4.67-16.72
KVHI4.551.46
ESIO4.02-33.37

Fund Basics

Morningstar Overall Rating:
Total Assets:38.87M
Category:Small Growth
Annual Report Expense Ratio (net):1.96%

Performance & Risk

YTD Return:-1.54%
5y Avg Return:13.56%
Rank in Category (ytd):79
% Rank in Category (ytd):10.72%
Beta (3y):1.18
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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