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Needham Small Cap Growth Fund - Retail Class: (MF: NESGX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 04:47 PM ET

$24.05 USD

-0.23 (-0.95%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Zacks Premium Research for NESGX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Needham Small Cap Growth Retail NESGX NA NA 0.00 0.25 1.25 1.78

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Needham Small Cap Gr Fund NESGX 24.05 5/22/2002 NA 20.66 9.11 0.90

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Needham Small Cap Growth Retail NESGX 2000 100 1000 A

Contact Information

Family Needham
Address 445 Park Ave
New York, NY 10022
Phone 800 625-7071