NESIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Needham Small Cap Growth Institutional (NESIX) Ownership - Who owns Needham Small Cap Growth Institutional?

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

NESIX

Net Assets

113M

Fund Existence

over 8 years

Turnover

126.00

Total Expense Ratio

1.22

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.61

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

91.3M

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

-26.027

Annual Yield % from dividends

0.00

Returns for 1 year

-11.53

Returns for 3 years

-21.44

Returns for 5 years

-17.35

Returns for 10 years

N/A

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General Information

Category SmallBlend

Profile

Fundamentals

Details