Needham Growth Fund- Retail Class (NEEGX) Research
This investment vehicle is designed to achieve significant, long-term appreciation of capital in a tax-efficient manner. It customarily allocates a minimum of 65% of its overall assets to equity instruments, chiefly common stocks, issued by U.S.-domiciled companies that are publicly traded on recognized national securities exchanges. The fund has the discretion, though it is not obligated, to acquire securities of businesses regardless of their market valuation, spanning diverse industries such as technology, healthcare, energy, manufacturing, specialized retail, media, leisure, cable, entertainment, alongside various business and consumer service providers.
Market snapshot
- Symbol
- NEEGX
- Price
- $100
- Day change
- +3.85%
- Market cap
- $264.7M
- 52-week range
- 54.86-100
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Madison Small Cap Fund Class Y (BVAOX)
- Dana Unconstrained Equity ETF (DUNK)
- Meeder Conservative Allocation Retail (FLRUX)
- Westwood Broadmark Tactical Gr Inst (FTGWX)
- PGIM QMA Mid-Cap Value Fund- Class C (NCBVX)
- Needham Small Cap Growth Fund - Retail Class (NESGX)
- OCM Gold Atlas (OCMAX)
- Invesco Trust for Investment Grade New York Municipals (VTN)
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