Needham Aggressive Growth Fund Retail Class (NEAGX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.44: the stock has moved about 44% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerNeedham Aggressive Growth Fund Retail Class (NEAGX) trades at $74.74. Needham Aggressive Growth Fund Retail Class (NEAGX) is a non-diversified, open-end investment company. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for NEAGX: NEAGX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Needham Aggressive Growth Fund Retail Class (NEAGX) Financial Services Profile
Needham Aggressive Growth Fund Retail Class (NEAGX) is focused on long-term, tax-efficient capital appreciation through investments in domestic equity securities. The fund targets markets and industries with high growth potential, emphasizing market leaders to capture a significant share of financial returns within the asset management sector.
What Is the Investment Thesis for NEAGX?
Needham Aggressive Growth Fund Retail Class (NEAGX), with a market capitalization of $1.60 billion and a beta of 1.44, presents an investment opportunity focused on long-term capital appreciation. The fund's strategy of investing in high-growth potential companies, particularly market leaders, aims to deliver superior returns. A key value driver is the fund's ability to identify and capitalize on emerging market trends. Upcoming catalysts include continued growth in the technology and healthcare sectors, where the fund has significant holdings. However, potential risks include market volatility and the fund's non-diversified investment approach, which could amplify losses during market downturns. The fund's focus on tax-efficient investing further enhances its appeal to long-term investors. The absence of dividend payouts reflects its growth-oriented strategy.
Based on FMP financials and quantitative analysis
NEAGX Key Highlights
The fund focuses on long-term, tax-efficient capital appreciation.
- NEAGX invests at least 65% of its total assets in equity securities of domestic issuers.
- The fund targets markets and industries with strong growth potential.
- It focuses primarily on market leaders in high-growth areas.
- The fund has a market capitalization of $1.60B and a beta of 1.44.
Who Are NEAGX's Competitors?
NEAGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BAFAX Brown Advisory Flexible Equity Fund Advisor Shs | $46.61 | +0.26% | $1.02B | — |
| FCAZX Franklin Corefolio Allocation Fund Advisor Class | $24.30 | +0.41% | $1.06B | — |
| FLMFX Meeder Muirfield Retail | $11.40 | +0.26% | $1.32B | — |
| FTCLX Franklin Corefolio Allocation Fund Class C | $22.84 | +0.40% | $1.03B | — |
| PABCX PGIM Balanced Fund- Class C | $19.55 | +0.26% | $1.09B | — |
| BLK BlackRock, Inc. | $1069.63 | -0.91% | $167B | 52 5-pillar |
| BX Blackstone Inc. | $111.80 | -1.38% | $135B | 69 5-pillar |
| APOS Apollo Global Management, Inc. | $25.43 | -0.66% | $74.6B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are NEAGX's Key Strengths?
Focus on high-growth potential companies.
- Tax-efficient investment strategies.
- Experienced investment management team.
- Strong track record of capital appreciation.
What Are NEAGX's Weaknesses?
Non-diversified investment approach.
- High beta indicates higher volatility.
- Reliance on specific sectors for growth.
What Are the Key Risks for NEAGX?
Market volatility and economic downturns could negatively impact fund performance.
- Non-diversified investment approach could amplify losses during market downturns.
- Changes in government regulations could impact the asset management industry.
- Increased competition from other asset management firms could erode market share.
What Are NEAGX's Competitive Advantages?
- Established track record in identifying and investing in high-growth companies.
- Focus on tax-efficient investing provides a competitive advantage.
- Experienced investment management team with expertise in growth investing.
What Does NEAGX Do?
Needham Aggressive Growth Fund Retail Class (NEAGX) is an investment vehicle designed to provide investors with long-term, tax-efficient capital appreciation. The fund operates as a non-diversified, open-end investment company, primarily focusing on equity securities of domestic issuers listed on nationally recognized exchanges. Established with the goal of identifying and capitalizing on high-growth opportunities, NEAGX strategically invests at least 65% of its total assets in equity securities, principally common stock, of domestic companies. The fund's investment strategy centers on identifying markets and industries exhibiting strong growth potential. By focusing primarily on market leaders within these sectors, NEAGX aims to capture a disproportionate share of the positive financial returns generated by these high-growth areas. This approach allows the fund to concentrate its investments in companies that are well-positioned to benefit from emerging trends and market dynamics. NEAGX's investment philosophy reflects a commitment to tax efficiency, seeking to minimize the tax burden on investors while maximizing long-term capital appreciation. The fund's portfolio construction is guided by a rigorous research process aimed at identifying companies with sustainable competitive advantages and strong growth prospects.
What Products and Services Does NEAGX Offer?
- Invests in equity securities of domestic issuers.
- Focuses on markets and industries with strong growth potential.
- Targets market leaders in high-growth areas.
- Seeks long-term, tax-efficient capital appreciation.
- Operates as a non-diversified, open-end investment company.
- Manages a portfolio of equity securities.
How Does NEAGX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Invests in equity securities to generate capital appreciation.
- Focuses on tax-efficient investment strategies to maximize investor returns.
What Industry Does NEAGX Operate In?
Needham Aggressive Growth Fund Retail Class (NEAGX) operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. NEAGX's focus on high-growth potential companies aligns with the broader trend of investors seeking higher returns in a low-yield environment. Competitors such as BAFAX, FCAZX, FLMFX, FTCLX, and PABCX offer similar investment strategies, but NEAGX differentiates itself through its emphasis on tax efficiency and concentration in market leaders.
Who Are NEAGX's Key Customers?
- Retail investors seeking long-term capital appreciation.
- Institutional investors looking for growth-oriented investment strategies.
- Tax-conscious investors seeking tax-efficient investment vehicles.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 43 snapshots
| 2026-08-23 | 50 |
| 2026-08-31 | 50 |
| 2026-09-08 | 50 |
| 2026-09-16 | 50 |
| 2026-09-24 | 50 |
| 2026-10-04 | 50 |
| 2026-10-06 | 50 |
What changed?
The score has stayed at 50.
Over the same 30 days the stock moved +6.6%.
NEAGX Financials
Bull Case vs Bear Case
Bull Case
- Focus on high-growth potential companies.
- Tax-efficient investment strategies.
- Experienced investment management team.
- Strong track record of capital appreciation.
Bear Case
- Non-diversified investment approach.
- High beta indicates higher volatility.
- Reliance on specific sectors for growth.
- Potential: Market volatility and economic downturns could negatively impact fund performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
NEAGX Latest News
No recent news available for NEAGX.
NEAGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for NEAGX.
Price Targets
Wall Street price target analysis for NEAGX.
NEAGX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for NEAGX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Needham Aggressive Growth Fund Retail Class (NEAGX) — Financials
What regulatory challenges does Needham Aggressive Growth Fund Retail Class face?
Needham Aggressive Growth Fund Retail Class, like all asset management firms, faces a complex regulatory environment. Key challenges include compliance with the Investment Company Act of 1940, which governs the structure and operations of investment companies.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.