Needham Small Cap Growth
445 Park Ave New York NY 10022
Phone: 800-625-7071
| Category: |
Small Growth |
| Fund Family: |
Needham |
| Net Assets: |
7.75M |
| Year-to-Date Return: |
-2.01% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
22-May-02 |
|
James K. Kloppenburg
Lead Manager since
31-Jan-07 |
|
| 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 80% of net assets in the equity securities of domestic issuers listed on a nationally recognized securities exchange or traded on the NASDAQ System that have market capitalizations of $2 billion or less, or the highest market capitalization in the Russell 2000 index, if greater. Management seeks tax efficiency by holding securities for a period of twelve months or more and by offsetting capital gains with capital losses. The fund is nondiversified. |
| Last Dividend
|
N/A |
| Last Cap Gain
(14-Nov-07):
|
2.75 |
| Annual Holdings Turnover
|
115.00% |
| Average for Category:
|
116.44% |
|
| Expense |
NESGX |
Category
Avg |
| Total Expense Ratio: |
2.36%
|
1.61% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.33% |
| Max Deferred Sales Load: |
0.00%
|
2.65% |
| 3 Yr Expense Projection*: |
$953 |
$694 |
| 5 Yr Expense Projection*: |
$1,488 |
$1,082 |
| 10 Yr Expense Projection*: |
$2,956 |
$2,158 |
|
|
Help
0.09 (0.87%) 
Profile
