3 / 5 Stars
4 3 2 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#121 in Mid-Cap Growth
U.S. News evaluated 220 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 10.54 percent over the past year, 8.83 percent over the past three years, 6.82 percent over the past five years, and 10.32 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.3%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||6.8%|
|10 Years (Annualized)||10.3%|
The investment seeks long-term, tax-efficient capital appreciation. The fund normally invests at least 65% of its total assets in equity securities of domestic issuers listed on a nationally recognized securities exchange or traded on the NASDAQ System. It invests, in general, in stocks from a variety of industries included in the healthcare, technology, specialty retailing, oil services and industrial, media/leisure/cable/entertainment and business and consumer services sectors. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Needham Growth Fund has an expense ratio of 1.82 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.