Investment Test Drive

NEAGX Needham Aggressive Growth Retail

1 lower fee alternative found

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Fund NEAGX Needham Aggressive Growth Retail BDFFX Baron Discovery Retail  
Similarity
?
100% 86%
Annual Fees
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$205.89
(1.95% Exp. Ratio)
$142.54
(1.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$28,268.14 $33,945.48
Est. savings over 30 yrs +$5,677.34
Return
As of 11/30/16
1 YR RETURN 19.86%
3 YR 7.44%
5 YR 13.78%
10 YR 9.62%
1 YR RETURN 20.18%
3 YR 7.65%
5 YR --
10 YR --
Description
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 the 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.
The investment seeks capital appreciation through investments primarily in securities of small-sized growth companies. The fund invests primarily in equity securities in the form of common stock of small-sized growth companies. The Adviser defines small-sized companies as those, at the time of purchase, with market capitalizations up to the weighted median market capitalization of the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $1.5 billion, whichever is larger.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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