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Needham Aggressive Growth Institutional (NEAIX)

46.22
+0.17
+(0.37%)
At close: 8:01:46 PM EDT
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  • Previous Close 46.05
  • YTD Return -11.59%
  • Expense Ratio 1.20%
  • Category Small Growth
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 669.9M
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend --
  • Inception Date Sep 4, 2001

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.

Needham

Fund Family

Small Growth

Fund Category

669.9M

Net Assets

2001-09-04

Inception Date

Performance Overview: NEAIX

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Trailing returns as of 5/6/2025. Category is Small Growth.

YTD Return

NEAIX
11.59%
Category
12.40%
 

1-Year Return

NEAIX
8.98%
Category
55.69%
 

3-Year Return

NEAIX
10.63%
Category
19.34%
 

5-Year Return

NEAIX
17.25%
Category
20.72%
 

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Holdings: NEAIX

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Sector Weightings

SectorNEAIX
Technology   48.54%
Industrials   24.33%
Healthcare   2.35%
Utilities   0.81%
Real Estate   0.70%
Energy   0.24%

Recent News: NEAIX

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Research Reports: NEAIX

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