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Needham Growth Institutional (NEEIX)
As of 8:05 AM EST. Market Open.
Fund Summary
The fund normally invests at least 65% of its total assets in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange. It may, but is not required to, invest in the securities of companies of any market capitalization and from a variety of industries included in the technology, healthcare, energy and industrials, specialty retailing, media/leisure/cable/entertainment and business and consumer services sectors.
Needham Growth Institutional
New York, NY 10022
445 Park Ave
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Needham |
| Net Assets | 212.54M |
| YTD Return | 15.44% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 02, 1996 |
Fund Operations
| Last Dividend | -- |
| Last Cap Gain | 48.00 |
| Holdings Turnover | 9.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | NEEIX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 1.21% | 1.09% |
| Prospectus Net Expense Ratio | 1.21% | -- |
| Prospectus Gross Expense Ratio | 1.50% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.36% |
| Max Deferred Sales Load | -- | 1.27% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
John O. Barr, Lead Manager since January 01, 2010
Mr. John O. Barr is a graduate of Harvard Business School and Colgate University. From 1995 - 2000, Mr. Barr was a Managing Director and Senior Analyst at Needham & Company. He was an Institutional Investor All-Star and was ranked by Reuters as leader of one of the top software teams. He also served as Director of Research. From 2000 - 2002, he was a Managing Director and Senior Analyst at Robertson Stephens following semiconductor technology companies. He focused on telecom, semiconductors and software. He also has experience with financials, energy, exploration and production and mining stocks. From 2008 - 2009, Mr. Barr was the Founding and Managing Member of Oliver Investment Management, LLC. He rejoined Needham & Company in August 2009 as a Managing Director and a portfolio manager . He engages in a variety of portfolio management-related activities, including stock selection, research, company visits and market analysis. Morningstar Style Box
Morningstar Category
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