Yahoo
Nasdaq - Delayed Quote USD

Needham Growth Retail (NEEGX)

74.11 +2.54 (+3.55%)
At close: 8:09:04 PM EST
Chart Range Bar
Loading chart for NEEGX
  • Previous Close 71.57
  • YTD Return 29.75%
  • Expense Ratio 1.67%
  • Category Mid-Cap Growth
  • Last Cap Gain 65.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 238.9M
  • Beta (5Y Monthly) 1.64
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 6.00%
  • Last Dividend 0.01
  • Inception Date Jan 2, 1996

The fund normally invests at least 65% of its total assets in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange. It may, but is not required to, invest in the securities of companies of any market capitalization and from a variety of industries included in the technology, healthcare, energy and industrials, specialty retailing, media/leisure/cable/entertainment and business and consumer services sectors.

Needham

Fund Family

Mid-Cap Growth

Fund Category

238.9M

Net Assets

1996-01-02

Inception Date

Performance Overview

View More

Trailing returns as of 11/4/2026. Category is Mid-Cap Growth.

YTD Return

NEEGX
29.75%
Category
10.80%

1-Year Return

NEEGX
24.00%
Category
48.17%

3-Year Return

NEEGX
26.34%
Category
21.26%

5-Year Return

NEEGX
6.67%
Category
20.18%

People Also Watch

Holdings

View More

Sector Weightings

Recent News

View More

Research Reports

View More

Top Mutual Funds

Mobilize your Website
View Site in Mobile | Classic
Share by: