Morningstar

Needham Aggressive Growth Fund Institutional Class NEAIX

Morningstar Medalist Rating
Medalist Rating as of | See Needham Investment Hub
  • NAV / 1-Day Return 85.15  /  −0.25 %
  • Total Assets 2.2B
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.180%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 16%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 1:15 AM GMT+0

Morningstar’s Analysis NEAIX

Will NEAIX 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 NEAIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NEAIX 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 NEAIX’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 Institutional holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings NEAIX

More NEAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vicor Corp

6.93 181M
Technology

Arteris Inc

5.90 154M
Technology

Vishay Intertechnology Inc

4.77 125M
Technology

BNY Dreyfus Treasury Secs Csh Mgmt Inst

4.64 121M
Corporate

PDF Solutions Inc

4.62 121M
Technology

nLight Inc

4.54 119M
Technology

Vertiv Holdings Co Class A

3.34 87M
Industrials

Vishay Precision Group Inc

3.32 87M
Technology

CECO Environmental Corp

3.18 83M
Industrials

Oil-Dri Corp of America

2.68 70M
Basic Materials

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