Needham Aggressive Growth Fund Retail Class (NEAGX)

Fund Assets	829.73M
Expense Ratio	1.82%
Min. Investment	$2,000
Turnover	7.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	52.74
YTD Return	14.01%
1-Year Return	9.97%
5-Year Return	114.59%
52-Week Low	35.90
52-Week High	53.43
Beta (5Y)	1.11
Holdings	96
Inception Date	Aug 31, 2001

About NEAGX

The investment seeks long-term, tax-efficient capital appreciation. Under normal conditions, the fund invests at least 65% of its total assets in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange. It invests principally 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.

• Fund Family: Needham
• Category: Small Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: NEAGX
• Share Class: Retail Class
• Index: S&P 500 TR

Performance

NEAGX had a total return of 9.97% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.71%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
NEAIX	Institutional Class	1.22%

Top 10 Holdings

37.75% of assets

Name	Symbol	Weight
ThredUp Inc.	TDUP	5.29%
Super Micro Computer, Inc.	SMCI	4.78%
FARO Technologies, Inc.	FARO	4.12%
Vertiv Holdings Co	VRT	4.02%
Oil-Dri Corporation of America	ODC	3.99%
nLIGHT, Inc.	LASR	3.61%
PDF Solutions, Inc.	PDFS	3.27%
Genius Sports Limited	GENI	2.95%
Asure Software, Inc.	ASUR	2.93%
Vicor Corporation	VICR	2.79%