Back to top

Needham Aggressive Growth Fd: (MF: NEAGX)

(MF) As of Apr 14, 2014 06:05 PM ET

 Add to portfolio

$20.94 USD

0.00 (0.00%)

Zacks MF Rank : 4 - Sell [?]       4  

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

General Information as of Mar 31, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) -2.64
Objective* Equity - Aggressive Growth
Peer* AG MG

*Key

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 Sell 4
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 51.86
Net Assets (Mil $) 3/31/2014 68.46
%Turnover 3/31/2014 20.00

Allocation

% of Portfolio
Large Growth 41.91
Large Value 0.00
Small Growth 0.00
Small Value 36.78
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 3/31/2014 % of Portfolio
Technology 46.50
Services 24.54
Industrial Cyclical 9.99
Finance 6.38
Other 3.66
Non-Durable 3.55
Retail Trade 3.38
Energy 1.03
Health 0.97

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2013)
% of Portfolio Value (Mil$)
PDF SOLUTIONS 12.35 8.45
AKAMAI TECHNOLOGIES 8.41 5.76
GILEAD SCIENCES INC 8.23 5.64
APPLE INC 4.47 3.06
FORMFACTOR INC 4.11 2.81
FINANCIAL ENGINES 3.45 2.36
ELECTRONICS FOR IMAGING 3.39 2.32
ENTEGRIS, INC 3.39 2.32
WAGEWORKS INC 2.87 1.96

Stock Holding % of Net Assets

As Of 12/31/2013
Total Issues 60
Avg. P/E 48.54
Avg. P/Book 3.28
Avg. EPS Growth 24.2
Avg. Market Value (Mil $) 40,980

Risk

3 Year 5 Year 10 Year
Beta 1.39 1.22 1.06
Alpha -10.78 -4.15 2.71
R Squared 0.73 0.71 0.73
Std. Dev. 20.32 20.32 18.31
Sharpe 0.45 1.11 1.00