NEEGX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Needham Growth Retail (NEEGX) Ownership - Who owns Needham Growth Retail?

The investment seeks long-term, tax-efficient capital appreciation... Show more

Category: #Mid-Cap Growth

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

NEEGX

Net Assets

128M

Fund Existence

over 29 years

Turnover

9.00

Total Expense Ratio

1.75

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.79

Assets in Top Ten Holdings

75.4M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

58.8M

Fund Type

OpenEnd

Index Fund

Management Fee

1.25

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

73.00

Number of Net Holdings

73.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

40.65%

Gain YTD

-23.615

Annual Yield % from dividends

0.00

Returns for 1 year

-32.80

Returns for 3 years

-11.08

Returns for 5 years

26.86

Returns for 10 years

-3.94

View a ticker or compare two or three

Compare

Ad is loading...

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category MidCapGrowth

Profile

Fundamentals

Details