3 / 5 Stars
4 2 2 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#131 in Mid-Cap Growth
U.S. News evaluated 222 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 28.62 percent over the past year, 9.73 percent over the past three years, 22.90 percent over the past five years, and 8.12 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.4%|
|3 Years (Annualized)||9.7%|
|5 Years (Annualized)||22.9%|
|10 Years (Annualized)||8.1%|
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 may, but is not required to, invest in stocks from issuers 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.
Fees are High compared to funds in the same category.
Needham Growth Fund has an expense ratio of 1.82 percent.
Risk is High compared to funds in the same category according to Morningstar.