Needham Small Cap Growth Fund
Shareclass
Needham Small Cap Growth Retail (NESGX)
Type
Open-end mutual fund
Manager
Gender equality score
36
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,520 out of 2,538 funds
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Categories
Gender balance in leadership and workforce
16/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Needham Small Cap Growth Fund NESGX
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Jacobs Solutions Inc0.22% of assets$272,002 invested
- 2. Insight Enterprises Inc0.67% of assets$824,945 invested
- 3. Parsons Corp0.96% of assets$1.18M invested
- 4. Murphy Oil Corp0.92% of assets$1.14M invested
- 5. Akamai Technologies Inc0.59% of assets$724,500 invested
- 6. Badger Meter Inc2.24% of assets$2.76M invested
- 7. Rapid7 Inc1.72% of assets$2.12M invested
- 8. Samsara Inc Ordinary Shares - Class A0.16% of assets$191,650 invested
- 9. MDU Resources Group Inc0.62% of assets$760,950 invested
- 10. Bentley Systems Inc Ordinary Shares - Class B0.96% of assets$1.18M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Vicor Corp3.61% of assets$4.44M invested
- 2. Vishay Intertechnology Inc3.04% of assets$3.74M invested
- 3. Super Micro Computer Inc1.53% of assets$1.88M invested
- 4. Rogers Corp3.02% of assets$3.71M invested
- 5. FormFactor Inc1.15% of assets$1.41M invested
- 6. Entegris Inc0.43% of assets$524,880 invested
- 7. The Trade Desk Inc Class A0.22% of assets$273,600 invested
- 8. TTM Technologies Inc5.53% of assets$6.8M invested
- 9. Allegro Microsystems Inc Ordinary Shares1.02% of assets$1.26M invested
- 10. Power Integrations Inc0.21% of assets$252,500 invested
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Financial performance
Performance data provided by
Find more financial data on NESGX at Morningstar.com
Find more financial data on NESGX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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