Needham Small Cap Growth Fund - Retail Class (NESGX) Research
Typically, this fund allocates a minimum of 80% of its net assets, including any borrowed capital used for investment, to equity instruments – primarily common shares – of U.S.-based companies. These companies must be traded on a recognized national stock exchange and possess a market value of no more than $8 billion.
Market snapshot
- Symbol
- NESGX
- Price
- $37.58
- Day change
- +3.47%
- Market cap
- $215.7M
- 52-week range
- 16.71-37.58
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Amana Mutual Funds Trust Developing World Fund (AMDWX)
- Amana Developing World Fund Institutional Class (AMIDX)
- American Century Small Company Fund Investor Class (ASQIX)
- Dana Unconstrained Equity ETF (DUNK)
- Integrity Mid-North American Resources Fund Class A (ICPAX)
- Jensen Quality Value Fund J Shares (JNVSX)
- MainStay Epoch Capital Growth Fund - Class A (MECDX)
- AMG Renaissance Large Cap Growth Fund - Class N (MRLTX)
Open Needham Small Cap Growth Fund - Retail Class (NESGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.