Needham Aggressive Growth Fund Quote
| NEAGX Fund | USD 42.62 0.29 0.68% |
PerformanceVery Weak
| Odds Of DistressLow
|
Needham Aggressive is trading at 42.62 as of the 23rd of March 2025; that is 0.68 percent down since the beginning of the trading day. The fund's open price was 42.91. Needham Aggressive has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
Under normal conditions, the fund invests at least 65 percent of its total assets in the equity securities 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.. More on Needham Aggressive Growth
Moving together with Needham Mutual Fund
| 1.0 | NEAIX | Needham Aggressive Growth | PairCorr |
| 0.98 | NEEGX | Needham Growth | PairCorr |
| 0.98 | NESGX | Needham Small Cap | PairCorr |
| 0.98 | NESIX | Needham Small Cap | PairCorr |
| 0.98 | VSGAX | Vanguard Small Cap | PairCorr |
Moving against Needham Mutual Fund
Needham Mutual Fund Highlights
| Fund Concentration | Needham Funds, Large Funds, Small Growth Funds, Small Growth, Needham, Large, Small Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Needham Aggressive Growth [NEAGX] is traded in USA and was established 23rd of March 2025. Needham Aggressive is listed under Needham category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Needham family. This fund now has accumulated 204.06 M in assets with minimum initial investment of 2 K. Needham Aggressive Growth is currently producing year-to-date (YTD) return of 2.96%, while the total return for the last 3 years was 9.28%.
Check Needham Aggressive Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Needham Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Needham Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Needham Aggressive Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Needham Aggressive Growth Mutual Fund Constituents
| FORM | FormFactor | Stock | Information Technology | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AKAM | Akamai Technologies | Stock | Information Technology | |
| ASPN | Aspen Aerogels | Stock | Energy | |
| ENTG | Entegris | Stock | Information Technology | |
| KMX | CarMax Inc | Stock | Consumer Discretionary | |
| KVHI | KVH Industries | Stock | Information Technology | |
| MKSI | MKS Instruments | Stock | Information Technology |
Needham Aggressive Growth Risk Profiles
| Mean Deviation | 1.38 | |||
| Standard Deviation | 1.75 | |||
| Variance | 3.06 | |||
| Risk Adjusted Performance | (0.09) |
Needham Aggressive Against Markets
Other Information on Investing in Needham Mutual Fund
Needham Aggressive financial ratios help investors to determine whether Needham Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Needham with respect to the benefits of owning Needham Aggressive security.
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