NESGX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Needham Small Cap Growth Retail (NESGX) Ownership - Who owns Needham Small Cap Growth Retail?

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

Category: #Small Blend

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

NESGX

Net Assets

123M

Fund Existence

almost 23 years

Turnover

126.00

Total Expense Ratio

1.83

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.92

Assets in Top Ten Holdings

87.7M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

24.6M

Fund Type

OpenEnd

Index Fund

Management Fee

1.25

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

63.00

Number of Net Holdings

63.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

45.50%

Gain YTD

-18.138

Annual Yield % from dividends

0.00

Returns for 1 year

-10.74

Returns for 3 years

-26.24

Returns for 5 years

6.40

Returns for 10 years

0.47

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General Information

Category SmallBlend

Profile

Fundamentals

Details