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 Dow Down 0.10% Nasdaq Up 0.23%
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Needham Small Cap Growth (NESGX)

15.04 Up 0.12(0.80%) Apr 17
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Prev Close:14.92
YTD Return*:-1.79%
Net Assets*:40.70M
Yield*:N/A

* As of 31-Mar-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
FORM10.409.32
ELX9.494.89
ESIO5.78-4.59
ZIGO5.209.54
IIVI4.53-11.15

Fund Basics

Morningstar Overall Rating:
Total Assets:40.7M
Category:Small Growth
Annual Report Expense Ratio (net):1.96%

Performance & Risk

YTD Return:-1.79%
5y Avg Return:17.91%
Rank in Category (ytd):86
% Rank in Category (ytd):11.65%
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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