Needham Aggressive Growth Fund Retail Class

Frequently Asked Questions About NEAGX

What does NEAGX invest in?

The fund's primary objective is to achieve substantial, tax-efficient capital growth over an extended period. Under normal operating conditions, it typically allocates at least 65% of its total assets to equity instruments, predominantly common stocks, issued by U.S.-based companies that are publicly traded on established national securities exchanges. Its investment strategy concentrates on markets and industries exhibiting strong prospects for expansion, specifically targeting the dominant companies within these high-growth sectors, as these market leaders tend to secure a larger portion of favorable financial returns.

What is the expense ratio of NEAGX?

Needham Aggressive Growth Fund Retail Class (NEAGX) charges an expense ratio of 1.64%. This is the annual fee deducted from fund assets to cover management and operations.

How big is NEAGX?

Needham Aggressive Growth Fund Retail Class (NEAGX) manages $2.68B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is NEAGX actively managed or an index fund?

NEAGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was NEAGX launched?

Needham Aggressive Growth Fund Retail Class (NEAGX) launched in August 2001 and is managed by the fund issuer.

How has NEAGX performed?

NEAGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.