NEAGX - Needham Aggressive Growth Fund Retail Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Needham Aggressive Growth Fund Retail Class

Needham Funds Inc

445 Park Ave

New York, NY 10022

800-625-7071
Management Information
John O. Barr,Lead Manager since December 31, 2009
Mr. John O. Barr is a graduate of Harvard Business School and Colgate University. From 1995 - 2000, Mr. Barr was a Managing Director and Senior Analyst at Needham & Company. He was an Institutional Investor All-Star and was ranked by Reuters as leader of one of the top software teams. He also served as Director of Research. From 2000 - 2002, he was a Managing Director and Senior Analyst at Robertson Stephens following semiconductor technology companies. From 2002 - 2008, Mr. Barr was a portfolio manager and analyst at Buckingham Capital Management. He focused on telecom, semiconductors and software. He also has experience with financials, energy, exploration and production and mining stocks. From 2008 - 2009, Mr. Barr was the Founding and Managing Member of Oliver Investment Management, LLC. He rejoined Needham & Company in August 2009 as a Managing Director and a portfolio manager of hedge funds. He engages in a variety of portfolio management-related activities, including stock selection, research, company visits and market analysis.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Growth
Fund FamilyNeedham
Net Assets46.5M
YTD Return23.37%
Yield0.00%
Morningstar Rating★★
Inception DateSep 3, 2001

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover8.00%
Average for CategoryN/A

Fees & Expenses

ExpenseNEAGXCategory Average
Annual Report Expense Ratio (net)2.91%1.21%
Prospectus Net Expense Ratio2.91%N/A
Prospectus Gross Expense Ratio2.97%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.32%
3 Yr Expense Projection913N/A
5 Yr Expense Projection1,557N/A
10 Yr Expense Projection3,285N/A