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    Needham Aggressive Growth (NEAGX)

    19.84 Up 0.31(1.59%) Jun 30
    Prev Close:19.84
    YTD Return*:0.41%
    Net Assets*:48.91M
    Yield*:N/A

    * As of 31-May-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    AKAM7.98N/A
    PDFS7.19N/A
    KVHI6.26N/A
    SMCI6.20N/A
    ENTG5.80N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:48.91M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.93%

    Performance & Risk

    YTD Return:0.41%
    5y Avg Return:5.21%
    Rank in Category (ytd):39
    % Rank in Category (ytd):5.23%
    Beta (3y):0.89
    Morningstar Risk Rating:2

    Fund Summary

    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. View More
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