NESGX Mutual Fund

NESGX Mutual Fund (Needham Small Cap Growth Fund Retail Class) is managed by Needham Funds with $124.3M 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 Arteris Inc_None_None (7.8%), Adtran Inc (6.8%), Vishay Intertechnology Inc Com Stk (5.8%), Dreyfus Trsry Securities Cash Mgmt (4.5%), Pdf Solutions Inc (3.7%). 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.