NEAGX Mutual Fund

NEAGX Mutual Fund (Needham Aggressive Growth Fund Retail Class) is managed by Needham Funds with $468.5M in net assets. NEAGX expense ratio is 1.64%, holding 109 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2001-09-04.

NEAGX performance shows a YTD return of 33.20%. The 1-year return is 47.80% and the 5-year return is 17.39%. NEAGX dividend yield stands at 1.61%, paid annually.

NEAGX top holdings include Dreyfus Trsry Securities Cash Mgmt (7.0%), Nlight (6.0%), Vicor Corp (4.9%), Vertiv Holding Corp (4.2%), Lincoln Educational Services Corp (3.3%). Go to all NEAGX holdings, NEAGX sectors, or NEAGX dividends.

NEAGX can be compared against other funds. Use NEAGX overlap to find shared positions, or NEAGX vs another fund for a side-by-side view. NEAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.