Morningstar

Needham Aggressive Growth Fund Retail Class NEAGX

Morningstar Medalist Rating
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Medalist Rating as of See Needham Investment Hub
  • NAV / 1-Day Return$61.60  /  −1.85%
  • Fund Size$1.6B
  • Adjusted Expense Ratio1.640%
  • Net Expense Ratio1.630%
  • Fee Level: DistributionHigh
  • Share Class TypeNo Load
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$2,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio16%
NAV and 1-Day Return as of

Morningstar’s Analysis NEAGX

Will NEAGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NEAGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NEAGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NEAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Needham Aggressive Growth Retail holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings NEAGX

More NEAGX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings37.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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nLight Inc

3.4969M
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BNY Dreyfus Treasury Secs Csh Mgmt Inst

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Corporate

CECO Environmental Corp

3.2564M
Industrials

Vertiv Holdings Co Class A

3.1863M
Industrials

Oil-Dri Corp of America

3.1562M
Basic Materials

Super Micro Computer Inc

2.7154M
Technology

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