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Needham Small Cap Growth Retail NESGX

Quantitative rating as of
  • NAV / 1-Day Return 17.43  /  0.00
  • Total Assets 211.1 Mil
  • Adj. Expense Ratio
    1.830%
  • 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

Will NESGX outperform in future?

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

Summary

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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.

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