3 / 5 Stars
2 1 2 1 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#137 in Small Growth
U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.55 percent over the past year, 7.67 percent over the past three years, 20.68 percent over the past five years, and 10.30 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-2.6%|
|3 Years (Annualized)||7.7%|
|5 Years (Annualized)||20.7%|
|10 Years (Annualized)||10.3%|
The investment seeks long-term, tax-efficient capital appreciation. Under normal conditions, the Aggressive Growth Fund invests at least 65% of its total assets in equity securities of domestic issuers listed on a nationally recognized securities exchange or traded on the NASDAQ System. It invests, in general, in markets and industries with strong growth potential, focusing primarily on the market leaders in these areas as these companies often garner a disproportionate share of the positive financial returns.
Fees are Above Average compared to funds in the same category.
Needham Aggressive Growth Fund has an expense ratio of 1.91 percent.
Risk is Average compared to funds in the same category according to Morningstar.