Needham Aggressive Growth
(NEAGX)
-0.04
-0.21%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 19.11 |
| Category | Small Growth |
| Net Assets | 59.07 Mil |
| Yield | 0.00% |
| Morningstar Risk | Below Average |
| Morningstar Return | Average |
- Last NAV update 5/24/2013 3:00 AM ET
| NA |
|---|
| The investment seeks long-term, tax-efficient capital appreciation. The fund normally invests at least 65% of its total assets in equity securities of domestic issues listed on a nationally recognized securities exchange or traded on the NASDAQ System. It invests, in general, in markets and industries with strong growth potential, focusing primarily on the market leaders in these areas as these companies often garner a disproportionate share of the positive financial returns. Although the fund invests in companies of all sizes, its investment strategy may require it to often invest in smaller companies. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 31.18% | 39.42% | -13.77% | 14.61% | 14.67% |
| Value ($) | 13,118.00 | 18,289.12 | 15,770.71 | 18,074.81 | 20,726.38 |
- Year to date performance as of 5/23/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Needham |
| Fund Manager | John Barr |
| Tenure (Years) | 3 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,000.00 |
| Minimum IRA Investment | 1,000.00 |
| Front Load | 0.00 |
| Expense Ratio | 1.89% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 13.58% |
| 3 Months | 12.04% |
| 1 Year | 29.02% |
| 3 Years* | 14.59% |
| 5 Years* | 10.02% |
- * Annualized returns
- Performance as of 5/23/2013 8:00 PM ET
| NEAGX | Small Growth | |
|---|---|---|
| 5-Yr Return | 10.02% | 6.80% |
| Sharpe Ratio | 0.48 | 0.65 |
| Net Assets | 59.07 Mil | 218.15 Mil |
| Avg Market Cap | 1.84 Bil | 1.73 Bil |
| Avg P/E | 20.42 | 19.73 |
| Portfolio Turnover | 15 | 69 |
| Symbol | Value ($) |
|---|---|
| Stocks | 99.12% |
| Cash | 0.87% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| PDF Solutions, Inc. | 12.74% |
| Akamai Technologies, Inc. | 9.85% |
| Gilead Sciences Inc | 6.74% |
| Entropic Communications, Inc. | 5.33% |
| Apple Inc | 4.21% |
| SoundBite Communications, Inc. | 3.90% |
| Financial Engines, Inc. | 3.76% |
| Jabil Circuit, Inc. | 3.22% |
| Entegris, Inc. | 3.18% |
| Electronics for Imaging Inc | 2.92% |
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