Needham Aggressive Growth Fund (NEAGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective 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.


1 month-2.33% 3 years+12.88%
3 months+2.48% 5 years+13.51%
1 year+14.19% Since inception+10.28%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+13.51%+15.53%
Expense ratio2.07%1.40%
Risk 5 year sharpe ratio0.830.95
Net assets$64.4M$805.4M
Average market cap$3.0B$2.9B
Average P/E24.827.5
Portfolio turnover19%19%

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Fund Management and Purchase Info

Fund familyNeedham
Fund manager & tenureJohn Barr / 5 Years
Minimal initial investment$2,000.00
Minimum IRA investment$1,000.00


U.S. stock97.72%
International stock1.72%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Hardware 55.08%
Healthcare 14.35%
Telecommunication 9.82%
Financial service 2.21%
Industrial materials 2.16%
Top 10 Holdings
Portfolio weighting
AKAM Akamai Technologies Inc8.43%
GILD Gilead Sciences7.89%
AAPL Apple6.61%
FORM FormFactor Inc6.48%
PDFS PDF Solutions Inc5.85%
SMCI Super Micro Computer Inc5.66%
KVHI KVH Industries Inc4.87%
ENTG Entegris Inc4.42%
REIS Reis Inc4.07%
WAGE WageWorks Inc3.03%

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