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Needham Aggressive Growth Fd: (MF: NEAGX)

(MF) As of Apr 23, 2015 06:05 PM ET

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$24.97 USD

+0.01 (0.04%)

Zacks MF Rank : 3 - Hold [?]     3    

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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General Information as of Mar 31, 2015

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Mar 31, 2015) 3.77
Category Mid Growth
Peer AG MG

Zacks Premium Research for NEAGX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Rank Change Trend Hold 3
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 51.21
Net Assets (Mil $) 3/31/2015 62.35
%Turnover 3/31/2015 19.00

Allocation

% of Portfolio
Large Growth 33.66
Large Value 0.00
Small Growth 24.32
Small Value 24.11
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 3/31/2015 % of Portfolio
Technology 49.85
Services 23.27
Industrial Cyclical 9.69
Finance 6.84
Retail Trade 3.55
Non-Durable 3.00
Health 1.11
Energy 1.01
Consumer Durables 0.91
Other 0.77

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2014)
% of Portfolio Value (Mil$)
AKAMAI TECHNOLOGIES 8.08 5.04
GILEAD SCIENCES INC 7.56 4.71
APPLE INC 6.33 3.95
FORMFACTOR INC 6.21 3.87
PDF SOLUTIONS 5.60 3.49
SUPER MICRO COMPUTER 5.43 3.38
KVH INDUSTRIES 4.67 2.91
ENTEGRIS 4.24 2.64
REIS INC 3.90 2.43

Stock Holding % of Net Assets

As Of 12/31/2014
Total Issues 66
Avg. P/E 52.22
Avg. P/Book 3.54
Avg. EPS Growth 20.76
Avg. Market Value (Mil $) 61,833

Risk

3 Year 5 Year 10 Year
Beta 1.08 1.27 1.05
Alpha -2.62 -3.53 3.39
R Squared 0.53 0.71 0.73
Std. Dev. 14.27 19.51 18.38
Sharpe 1.05 0.80 1.00