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NEAIX
Mutual Fund ticker: NASDAQ
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Needham Aggressive Growth Institutional (NEAIX) Ownership - Who owns Needham Aggressive Growth Institutional?

The investment seeks long-term, tax-efficient capital appreciation... Show more

Category: #Small Growth

Profile

Category
Small Growth
Address
Needham Funds Inc445 Park AveNew York
Phone
N/A
Web
www.needhamfunds.com

Details

Group
Domestic Stock Funds
Category
Small Growth
Total Expense Ratio
1.22
Min. Initial Investment
100000.00
Fund Existence
over 8 years
Turnover
7.00
Front Load
N/A
Net Assets
668766300.00
Manager Tenure
N/A

Fundamentals

NEAIX
Net Assets
669M
Fund Existence
over 8 years
Turnover
7.00
Total Expense Ratio
1.22
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.56
Assets in Top Ten Holdings
200M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
493M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.25
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
88.00
Number of Net Holdings
88.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.04
Weighting Top Ten Holdings
31.92%
Gain YTD
-11.773
Annual Yield % from dividends
0.00
Returns for 1 year
-13.63
Returns for 3 years
19.93
Returns for 5 years
142.76
Returns for 10 years
N/A
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General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Needham Funds Inc445 Park AveNew York
Phone
N/A
Web
www.needhamfunds.com