Needham Aggressive Growth Fund Institutional Class (NEAIX)

Fund Assets	675.13M
Expense Ratio	1.22%
Min. Investment	$100,000
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	49.99
YTD Return	3.15%
1-Year Return	-2.46%
5-Year Return	158.13%
52-Week Low	37.96
52-Week High	52.88
Beta (5Y)	1.16
Holdings	91
Inception Date	Dec 30, 2016

About NEAIX

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.

• Category: Small Growth
• Performance Rating: High
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: NEAIX
• Share Class: Institutional Class
• Index: S&P 500 TR

Performance

NEAIX had a total return of -2.46% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.77%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
NEAGX	Retail Class	1.82%

Top 10 Holdings

34.90% of assets

Name	Symbol	Weight
Super Micro Computer, Inc.	SMCI	4.16%
FARO Technologies, Inc.	FARO	3.96%
Oil-Dri Corporation of America	ODC	3.87%
Vicor Corporation	VICR	3.61%
Asure Software, Inc.	ASUR	3.58%
PDF Solutions, Inc.	PDFS	3.54%
Genius Sports Limited	GENI	3.51%
Unisys Corporation	UIS	3.15%
Vertiv Holdings Co	VRT	2.82%
Thermon Group Holdings, Inc.	THR	2.69%