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Needham Small Cap Growth Fun

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Looking to learn. Questions within Roth IRA

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FCNTX - Solo Manager who built it into what it is, is retiring. regardless, its a large cap growth fund and has basically underperformed or matched its category index for like 20 years. (recently did well last 5) because of future uncertainty, i'd avoid. AGTHX - turd. barely beat the sp500 over the past 20 or so years and has been trounced by its category peers. Is the largest active mutual fund on the planet that had a tremendous first 30 years and is probably the reason it can't find consistent alpha anymore OPOCX, NESGX, OMICX - who knows. small cap funds usually get hot fast, then slow. they are very hard to time. you are only mentioning these because of a 50% YTD pop in 2026. that would horrify me moving forward if I didn't already have initial investment in them. FSPTX, FSELX - ok if you feel the urge to tilt technology. they are old funds with decent track records. I would only choose a small section of your portfolio for this tilt. Also keep in mind that from the height of a tech mania (dot com) these fell over 85% in value. So buckle up.