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Needham Small Cap Growth Institutional (NESIX)

17.64
-0.07
(-0.40%)
As of 8:06:46 AM EDT. Market Open.
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  • Previous Close 17.71
  • YTD Return -21.71%
  • Expense Ratio 1.19%
  • Category Small Blend
  • Last Cap Gain -31.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 117.05M
  • 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

117.05M

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 5/14/2025. Category is Small Blend.

YTD Return

NESIX
21.71%
Category
20.19%
 

1-Year Return

NESIX
6.71%
Category
60.18%
 

3-Year Return

NESIX
3.84%
Category
11.32%
 

5-Year Return

NESIX
4.23%
Category
13.88%
 

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Holdings: NESIX

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Sector Weightings

SectorNESIX
Technology   81.30%
Industrials   13.34%
Consumer Cyclical   2.41%
Healthcare   1.72%
Energy   0.93%
Utilities   0.30%
Real Estate   0.00%
Basic Materials   0.00%
Consumer Defensive   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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