Needham Aggressive Growth Fund Retail Class (NEAGX) Research
The fund's primary objective is to achieve substantial, tax-efficient capital growth over an extended period. Under normal operating conditions, it typically allocates at least 65% of its total assets to equity instruments, predominantly common stocks, issued by U.S.-based companies that are publicly traded on established national securities exchanges. Its investment strategy concentrates on markets and industries exhibiting strong prospects for expansion, specifically targeting the dominant companies within these high-growth sectors, as these market leaders tend to secure a larger portion of favorable financial returns.
Market snapshot
- Symbol
- NEAGX
- Price
- $92.76
- Day change
- +3.35%
- Market cap
- $2.3B
- 52-week range
- 49.19-92.76
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Brown Advisory Flexible Equity Fund Advisor Shs (BAFAX)
- Franklin Corefolio Allocation Fund Advisor Class (FCAZX)
- Meeder Muirfield Retail (FLMFX)
- Franklin Corefolio Allocation Fund Class C (FTCLX)
- PGIM Balanced Fund- Class C (PABCX)
- BNY Mellon Worldwide Growth Fund, Inc. Class A (PGROX)
- SEI Index Fd, S&P 500 Index Fund Class I (SPIIX)
- SEI Institutional Managed Trust S&P 500 Index Fund Class F (SSPIX)
Open Needham Aggressive Growth Fund Retail Class (NEAGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.