C
Needham Aggressive Growth Fund Institutional Class NEAIX
NASDAQ
Recommendation
NAV
Total Assets
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Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Institutional Only, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Top Holdings
C
Super Micro Computer Inc
SMCI - NASDAQ
D
Aspen Aerogels Inc
ASPN - NYSE
D
PDF Solutions Inc
PDFS - NASDAQ
C
Vertiv Holdings Co Class A
VRT - NYSE
D
Unisys Corp
UIS - NYSE
Performance
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Forward Dividend Yield
Price
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NAV
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Company Information
Provider
Needham
Manager/Tenure
(Years)
John O. Barr (15)
Address
Needham
New York NY - 10022
Country
United States
Phone Number
800-625-7071
Investment 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.