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Needham Aggressive Growth Fund - Retail Class: (MF: NEAGX)

(NASDAQ Mutual Funds) As of Apr 20, 2018 08:15 PM ET

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$23.02 USD

-0.65 (-2.75%)

Zacks MF Rank 5-Strong Sell         5

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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Latest Performance as of Mar 31, 2018

Total Return %* Percentile Rank Objective
YTD -0.73 75
3 months -0.73 75
6 months -3.70 92
1 Year 6.20 83
3 Year 5.68 73
5 Year 11.63 57
10 Year 10.49 33

* Annual for three years and beyond.

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 Strong Sell 5
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 53.89
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 3/31/2018 41.11
%Turnover 3/31/2018 15.00

Risk

3 Year 5 Year 10 Year
Beta 0.75 0.83 1.01
Alpha -1.98 0.94 1.39
R Squared 0.42 0.42 0.68
Std. Dev. 11.81 12.65 18.37
Sharpe 0.49 0.96 3.00

Sector / Country Weightings

As of 3/31/2018 % of Portfolio
Technology 55.32
Industrial Cyclical 17.08
Services 12.85
Finance 4.66
Retail Trade 4.64
Health 2.94
Non-Durable 1.86
Other 0.59
Consumer Durables 0.06

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2017)
% of Portfolio Value (Mil$)
ENTEGRIS 9.30 5.72
PDF SOLUTIONS 8.35 5.14
AKAMAI TECHNOLOGIES 6.34 3.90
KVH INDUSTRIES 6.31 3.88
GSE SYSTEMS 5.91 3.64
APPLE INC 5.84 3.60
FORMFACTOR INC 4.39 2.70
MKS INSTRUMENTS INC 4.15 2.55
REIS INC 4.02 2.47

Stock Holding % of Net Assets

As Of 12/31/2017
Total Issues 56
Avg. P/E 58.40
Avg. P/Book 3.47
Avg. EPS Growth -3.44
Avg. Market Value (Mil $) 57,319

Allocation

% of Portfolio
Large Growth 22.33
Large Value 0.00
Small Growth 54.62
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 4.40
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00