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Needham Aggressive Growth

NEAGX
21.02
-0.06
-0.28%
8/24/2016
5 Years
  • Previous Close

    21.08

  • Net Assets

    50.46M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.93%

  • Category

    Small Growth

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★
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 the 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

Inception

9/4/2001

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