Needham Growth Fund Retail Class NEEGX

Morningstar Medalist Rating
  • NAV / 1-Day Return$69.77  /  −1.83%
  • Fund Size$227.5M
  • Adjusted Expense Ratio1.670%
  • Net Expense Ratio1.700%
  • Fee Level: DistributionHigh
  • Share Class TypeNo Load
  • Morningstar CategoryMid-Cap Growth
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$2,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio6%

Morningstar’s Analysis NEEGX

Will NEEGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Needham Growth Retail holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings NEEGX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings31.5
Top 10 Holdings
% Portfolio Weight
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