Needham Aggressive Growth Fund (NEAIX) Research

Generally, the fund commits at least 65% of its total capital to equity investments, primarily common shares, issued by U.S.-based companies trading on recognized stock exchanges. Its core strategy involves identifying industries and markets poised for substantial growth. Within these dynamic sectors, the fund specifically targets the dominant market leaders, believing that these established companies are best positioned to capture a disproportionately large share of the positive financial returns.

Market snapshot

Symbol
NEAIX
Price
$98.69
Day change
+3.36%
Market cap
$2.0B
52-week range
52.06-98.69
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AMG River Road Small Cap Value Fund (ARSIX)
  • Hennessy Gas Utility Fund (GASFX)
  • Mondrian International Value Equity Fund (MPIEX)
  • PGIM Balanced Fund (PABFX)
  • T. Rowe Price Extended Equity Market Index Fund (PEXMX)
  • T. Rowe Price Global Growth Stock (RPGEX)
  • T. Rowe Price Retirement Blend 2030 Fund (TBLGX)
  • T. Rowe Price Retirement Blend 2030 Fund (TBLWX)

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