NEAIX – Needham Aggressive Growth Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks long-term, tax-efficient capital appreciation. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NEAGX	Needham Aggressive Growth Fund Retail Class	No Load	Open			Sep 4, 2001	$443.81M	1.640%	High	$2,000	$115.15M
NEAIX	Needham Aggressive Growth Fund Institutional Class	Institutional	Open			Dec 30, 2016	$1.61B	1.190%	High	$100,000	$453.21M

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