Morningstar

Needham Aggressive Growth Fund Institutional Class NEAIX

Morningstar Medalist Rating
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Medalist Rating as of See Needham Investment Hub
  • NAV / 1-Day Return $66.64  /  −0.22 %
  • Fund Size $1.7B
  • Adjusted Expense Ratio 1.190%
  • Net Expense Ratio 1.180%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

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 37.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vicor Corp

7.03 139M
Technology

PDF Solutions Inc

4.47 88M
Technology

Vishay Intertechnology Inc

4.08 81M
Technology

Arteris Inc

3.84 76M
Technology

nLight Inc

3.49 69M
Technology

BNY Dreyfus Treasury Secs Csh Mgmt Inst

3.35 66M
Corporate

CECO Environmental Corp

3.25 64M
Industrials

Vertiv Holdings Co Class A

3.18 63M
Industrials

Oil-Dri Corp of America

3.15 62M
Basic Materials

Super Micro Computer Inc

2.71 54M
Technology

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