NEAGX Mutual Fund
NEAGX Mutual Fund
Needham Aggressive Growth Fund Retail Class
NEAGX Mutual Fund Overview
NEAGX Mutual Fund (Needham Aggressive Growth Fund Retail Class) is managed by Needham Funds with $487.2M in net assets. NEAGX expense ratio is 1.64%, holding 109 positions across sectors including Information Technology, Industrials, Unknown. Inception date: 2001-09-04.
NEAGX performance shows a YTD return of 63.31%. The 1-year return is 89.23% and the 5-year return is 24.29%. NEAGX dividend yield stands at 1.29%, paid annually.
NEAGX top holdings include Dreyfus Treasury Securities Cash Management Fund - Institutional Shares (7.0%), Nlight Inc (6.0%), Vicor Corp (4.9%), Vertiv Group Corp (4.2%), Lincoln Educational Services Corp (3.3%). View all NEAGX holdings, sector breakdown, or dividend history.
NEAGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NEAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.