| 19.20 Net Asset Value | +0.63% 1 Day | +15.45% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | No Load Sales Expenses | 2.06% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +6.25% | 3 years | +15.26% | |
| 3 months | +12.15% | 5 years | +9.87% | |
| 1 year | +28.94% | Since inception | +9.32% |
| NEAGX | Category | |
|---|---|---|
| Performance 5-yr return | +9.87% | +8.20% |
| Expense ratio | 2.06% | 1.47% |
| Risk 5 year sharpe ratio | 0.50 | 0.39 |
| Net assets | $63.3M | $715.5M |
| Average market cap | $1.8B | $2.1B |
| Average P/E | 20.4 | 22.9 |
| Portfolio turnover | 15% | 15% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Needham |
| Fund manager & tenure | John Barr / 3 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Hardware | 55.08% |
| Healthcare | 14.35% |
| Telecommunication | 9.82% |
| Financial service | 2.21% |
| Industrial materials | 2.16% |
| PDFS PDF Solutions, Inc. | 12.74% |
| AKAM Akamai Technologies, Inc. | 9.85% |
| GILD Gilead Sciences Inc | 6.74% |
| ENTR Entropic Communications, Inc. | 5.33% |
| AAPL Apple Inc | 4.21% |
| SDBT SoundBite Communications, Inc. | 3.90% |
| FNGN Financial Engines, Inc. | 3.76% |
| JBL Jabil Circuit, Inc. | 3.22% |
| ENTG Entegris, Inc. | 3.18% |
| EFII Electronics for Imaging Inc | 2.92% |
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