Needham Growth
445 Park Ave New York NY 10022
Phone: 800-625-7071
| Category: |
Mid-Cap Growth |
| Fund Family: |
Needham |
| Net Assets: |
209.55M |
| Year-to-Date Return: |
3.09% |
| Yield: |
0.03% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
02-Jan-96 |
|
James K. Kloppenburg
Lead Manager since
22-Apr-03 |
|
| Kloppenburg is the portfolio manager of Needham Investment Management, LLC. He began his career in 1978 at Bankers Trust Co. in their Pension Investment Department, managing equity portfolios, before moving to equity sales at Cyrus J. Lawrence in 1982. In 1985 he joined Needham & Company, Inc. where he was managing director of Institutional Sales and Investment Policy. After a seven-year career at Hambrecht & Quist, Kloppenburg rejoined Needham & Company, Inc. in April of 2001 as a managing director. |
| Min Initial Investment: |
$5,000 |
| Min Initial Investment, IRA: |
$1,500 |
| Min Initial Investment, AIP: |
$5,000 |
| Min Subsequent Investment: |
$500 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks long-term tax-efficient capital appreciation. The fund normally invests at least 65% of assets in domestic equities. It may emphasize investments in technology, healthcare, specialty retailing, oil services, industrial, media/leisure/cable/entertainment and business and consumer services. It may short stocks up to 25% of assets. The fund may also invest up to 25% of assets in foreign securities. It is nondiversified. |
| Last Dividend
(14-Nov-07):
|
0.01 |
| Last Cap Gain
(14-Nov-07):
|
4.15 |
| Annual Holdings Turnover
|
48.00% |
| Average for Category:
|
114.05% |
|
| Expense |
NEEGX |
Category
Avg |
| Total Expense Ratio: |
1.78%
|
1.51% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.20% |
| Max Deferred Sales Load: |
0.00%
|
2.69% |
| 3 Yr Expense Projection*: |
$783 |
$697 |
| 5 Yr Expense Projection*: |
$1,204 |
$1,089 |
| 10 Yr Expense Projection*: |
$2,380 |
$2,172 |
|
|
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