A strong management team and sound investment process underpin Needham Small Cap Growth Retail's Morningstar Quantitative Rating of Gold. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 17.43 / 0.00
- Total Assets 211.1 Mil
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Adj. Expense Ratio
- Expense Ratio 1.850%
- Distribution Fee Level High
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.00
- Turnover 133%
Morningstar’s Analysis NESGX
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