Needham Aggressive Growth
445 Park Ave New York, NY 10022
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Phone: 800-625-7071
| Category: | Mid-Cap Growth | | Fund Family: | Needham | | Net Assets: | 20.29M | | Year-to-Date Return: | 20.95% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Sep-01 |
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Bernard Lirola
Lead Manager since
17-Jan-08 | | | Lirola is Portfolio Manager and Executive VP of the Growth Fund and the Aggressive Growth Fund. Lirola leverages an extensive 31-year career on Wall Street covering investment banking, research and now asset management. Prior to joining Needham in 1994, he worked with Smith Barney, Harris Upham (1976-1978), CS First Boston (1978-1990) and Swiss Bank Co (1990-1994). His current duties include portfolio management-related activities, including stock selection, research, company visits and market analysis. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $1,500 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 65% of total assets in equity securities of domestic issuers. Although the it may invest in companies of all sizes, its investment strategy may often lead it to invest in smaller companies. The fund may focus on healthcare, technology, business and consumer services, media, communications, financial and energy company stocks. It is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(13-Nov-08):
| 0.78 | | Annual Holdings Turnover
| 45.00% | | Average for Category:
| 130.04% |
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| Expense | NEAGX | Category
Avg | | Total Expense Ratio: | 2.52%
| 1.46% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 812 | $716 | | 5 Yr Expense Projection*: |
$ 1,394 | $1,049 | | 10 Yr Expense Projection*: |
$ 2,973 | $2,071 |
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1.23% Nasdaq 
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