NESGX Mutual Fund

NESGX Mutual Fund (Needham Small Cap Growth Fund Retail Class) is managed by Needham Funds with $90.3M in net assets. NESGX expense ratio is 1.79%, holding 71 positions across sectors including Information Technology, Industrials, Materials. Inception date: 2002-05-22.

NESGX performance shows a YTD return of 55.46%. The 1-year return is 72.82% and the 5-year return is 5.60%.

NESGX top holdings include Dreyfus Trsry Securities Cash Mgmt (14.1%), Arteris Inc_None_None (8.6%), Badger Meter Inc Technology Hardware & Equipment (5.0%), Vishay Intertechnology Inc (5.0%), Ambarella, Inc. (2.7%). Go to all NESGX holdings, NESGX sectors, or NESGX dividends.

NESGX can be compared against other funds. Use NESGX overlap to find shared positions, or NESGX vs another fund for a side-by-side view. NESGX alternatives are available via the screener, along with tax-loss harvesting opportunities.