Needham Small Cap Growth Fund

Class No Load (NESGX)
Scorecard
1 / 5 Stars
Lipper
1 1 2 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
D- (Sell)

Fund Holdings

The fund invests in small companies, many of which are in their post-IPO stages. Relative to its peers, this fund maintains a hefty weighting of micro-cap stocks. Management runs a relatively compact portfolio and doesn’t mind holding cash.

Asset Allocation

% Long % Net
Cash 3.62 3.62
Stocks 96.38 96.38
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 0.0 0.0
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
FormFactor, Inc. FORM 18.97 9.35
Emulex Corporation ELX 0.28 8.74
Electro Scientific Industries ESIO -9.75 5.57
Anaren, Inc. ANEN -0.04 4.89
Superior Energy Services Inc SPN 9.73 4.72
TTM Technologies, Inc. TTMI -4.55 4.66
II-VI, Inc. IIVI -6.88 4.49
C&J Energy Services Inc CJES 9.39 3.59
Express Scripts ESRX 6.01 3.51
Zygo Corporation ZIGO 2.5 3.43