Needham Aggressive Growth
445 Park Ave New York, NY 10022
Phone: 800-625-7071
| Category: |
Mid-Cap Growth |
| Fund Family: |
Needham |
| Net Assets: |
22.60M |
| Year-to-Date Return: |
-3.31% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
04-Sep-01 |
|
John Barr
Lead Manager since
01-Jan-10 |
|
|
| Min Initial Investment: |
$5,000 |
| Min Initial Investment, IRA: |
$1,500 |
| Min Initial Investment, AIP: |
$5,000 |
| Min Subsequent Investment: |
$500 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks long-term capital appreciation. The fund normally invests at least 65% of total assets in equity securities of domestic issuers. Although the it may invest in companies of all sizes, its investment strategy may often lead it to invest in smaller companies. The fund may focus on healthcare, technology, business and consumer services, media, communications, financial and energy company stocks. It is nondiversified. |
| Last Dividend
|
N/A |
| Last Cap Gain
(12-Nov-09):
|
0.02 |
| Annual Holdings Turnover
|
45.00% |
| Average for Category:
|
138.22% |
|
| Expense |
NEAGX |
Category
Avg |
| Total Expense Ratio: |
2.52%
|
1.46% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
%
|
5.37% |
| Max Deferred Sales Load: |
%
|
2.68% |
| 3 Yr Expense Projection*: |
$812 |
$651 |
| 5 Yr Expense Projection*: |
$1,394 |
$1,030 |
| 10 Yr Expense Projection*: |
$2,973 |
$2,053 |
|
|
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