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Needham Aggressive Growth Retail (NEAGX)

42.04
-0.47
(-1.11%)
As of 8:06:45 AM EDT. Market Open.
Loading Chart for NEAGX
  • Previous Close 42.51
  • YTD Return -3.35%
  • Expense Ratio 1.82%
  • Category Small Growth
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 771.42M
  • Beta (5Y Monthly) 1.14
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend --
  • Inception Date Dec 30, 2016

Under normal conditions, the fund invests at least 65% of its total assets in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange. It invests principally 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.

Needham

Fund Family

Small Growth

Fund Category

771.42M

Net Assets

2016-12-30

Inception Date

Performance Overview: NEAGX

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Trailing returns as of 3/26/2025. Category is Small Growth.

YTD Return

NEAGX
3.35%
Category
12.40%
 

1-Year Return

NEAGX
3.16%
Category
55.69%
 

3-Year Return

NEAGX
9.22%
Category
19.34%
 

5-Year Return

NEAGX
18.86%
Category
20.72%
 

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Holdings: NEAGX

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Sector Weightings

SectorNEAGX
Technology   51.52%
Industrials   24.26%
Healthcare   2.19%
Energy   0.91%
Utilities   0.79%
Real Estate   0.67%

Recent News: NEAGX

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Research Reports: NEAGX

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