Needham Aggressive Growth
(NEAGX)
US Markets Open
AdChoices
22.18
+0.49
+2.26%
:

Previous Close

21.69

Net Assets

56.18M

Yield

0.00%

Front load

None

Expenses

1.91%

Category

Small Growth

Morningstar Risk

Average

Morningstar Rating ★★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • NEAGX

  • Category

    • 2013

    • 36.26%

    • -

    • 2012

    • 14.61%

    • -

    • 2011

    • -13.77%

    • -

    • 2010

    • 39.42%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 3.19%

      • 17.63%

      • 5.02%

      • Q2

      • 12.59%

      • -7.67%

      • -3.06%

      • Q3

      • 10.51%

      • 4.50%

      • -26.93%

      • Q4

      • 6.14%

      • 0.98%

      • 15.92%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Gilead Sciences Inc

        • 9.63

        • 50,000

        • -23,500

        • Akamai Technologies Inc

        • 8.66

        • 80,000

        • -2,500

        • Apple Inc

        • 6.83

        • 37,450

        • 0

        • FormFactor Inc

        • 5.84

        • 450,000

        • 0

        • PDF Solutions Inc

        • 5.36

        • 235,000

        • -30,500

        • Super Micro Computer Inc

        • 5.32

        • 100,000

        • -4,500

        • KVH Industries Inc

        • 4.61

        • 225,000

        • 35,200

        • Entegris Inc

        • 4.16

        • 200,000

        • 0

        • Reis, Inc.

        • 3.97

        • 93,000

        • -3,900

        • Electronics for Imaging Inc

        • 3.20

        • 40,000

        • -12,500

        • Name

        • Rating

        • YTD Return %

          • Hartford Small Company HLS IA

          • ★★★★★
          • 0.78

          • Voya SmallCap Opportunities I

          • ★★★★★
          • -2.76

          • JPMorgan Small Cap Equity Sel

          • ★★★★★
          • -0.12

          • Invesco Small Cap Growth R

          • ★★★★★
          • 0.89

          • T. Rowe Price Instl Small-Cap Stock

          • ★★★★★
          • -1.04

          • Franklin Small Cap Growth Adv

          • ★★★★★
          • -4.25

          • Loomis Sayles Small Cap Growth Retail

          • ★★★★★
          • -7.58

          • Lord Abbett Developing Growth C

          • ★★★★★
          • -4.17

          • Lord Abbett Developing Growth P

          • ★★★★★
          • -3.58

          • PNC Multi Factor Small Cap Core A

          • ★★★★★
          • -0.73

          • Name

          • NEAGX

          • Category

            • Expense Ratio

            • 1.91%

            • 1.43%

            • Net Assets

            • 56.18M

            • 283.20M

            • Dividend Yield

            • 0.74%

            • 0.57

            • Price/Book

            • 2.35

            • 2.91

            • Price/Sales

            • 1.87

            • 1.81

            • Price/Cash Flow

            • 14.09

            • 11.16

            Profile

            Name of Issuer

            Needham

            Fund Style

            Open

            Fund Manager

            John Barr

            Investment Style

            Small Growth

            The investment seeks long-term, tax-efficient capital appreciation. Under normal conditions, the Aggressive Growth Fund invests at least 65% of its total assets in equity securities of domestic issuers listed on a nationally recognized securities exchange or traded on the NASDAQ System. It invests, in general, in markets and industries with strong growth potential, focusing primarily on the market leaders in these areas as these companies often garner a disproportionate share of the positive financial returns.

            Purchase Information

            Initial Purchase 2,000
            Initial Purchase: IRA 1,000
            Initial Purchase: AIP 2,000
            Front load None
            Back Load None

            Inception

            9/4/2001