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Nasdaq - Delayed Quote USD

Needham Small Cap Growth Institutional (NESIX)

16.37
-0.54
(-3.19%)
At close: March 28 at 8:01:45 PM EDT
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  • Previous Close 16.91
  • YTD Return -6.09%
  • Expense Ratio 1.22%
  • Category Small Blend
  • Last Cap Gain -31.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 146.54M
  • Beta (5Y Monthly) 1.24
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 62.00%
  • Last Dividend --
  • Inception Date May 22, 2002

Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange that have market capitalizations not exceeding $8 billion.

Needham

Fund Family

Small Blend

Fund Category

146.54M

Net Assets

2002-05-22

Inception Date

More about Needham Small Cap Growth Institutional

Performance Overview: NESIX

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Trailing returns as of 3/27/2025. Category is Small Blend.

YTD Return

NESIX
6.09%
Category
20.19%
 

1-Year Return

NESIX
5.47%
Category
60.18%
 

3-Year Return

NESIX
3.76%
Category
11.32%
 

5-Year Return

NESIX
9.83%
Category
13.88%
 

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Holdings: NESIX

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Sector Weightings

SectorNESIX
Technology   82.34%
Industrials   11.48%
Consumer Cyclical   2.92%
Healthcare   2.13%
Energy   0.75%
Utilities   0.27%
Consumer Defensive   0.11%
Real Estate   0.00%
Basic Materials   0.00%
Communication Services   0.00%
Financial Services   0.00%
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Recent News: NESIX

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Research Reports: NESIX

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