NESGX Mutual Fund (Needham Small Cap Growth Fund Retail Class) is managed by Needham Funds with $135.9M in net assets. NESGX expense ratio is 1.79%, holding 71 positions across sectors including Information Technology, Industrials, Unknown. Inception date: 2002-05-22.

NESGX performance shows a YTD return of 82.29%. The 1-year return is 112.86% and the 5-year return is 9.66%.

NESGX top holdings include Arteris Inc_None_None (7.8%), ADTRAN Inc (6.8%), Vishay Intertechnology Inc. [vsh] (5.8%), Dreyfus Treasury Securities Cash Management Fund - Institutional Shares (4.5%), Pdf Solutions Inc (3.7%). View all NESGX holdings, sector breakdown, or dividend history.

NESGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NESGX alternatives are available via the screener, along with tax-loss harvesting opportunities.