NEAIX Mutual Fund
NEAIX Mutual Fund
Needham Aggressive Growth Fund Institutional Class
NEAIX Mutual Fund Overview
NEAIX Mutual Fund (Needham Aggressive Growth Fund Institutional Class) is managed by Needham Funds with $1.67B in net assets. NEAIX expense ratio is 1.19%, holding 109 positions across sectors including Information Technology, Industrials, Unknown. Inception date: 2016-12-30.
NEAIX performance shows a YTD return of 63.61%. The 1-year return is 89.98% and the 5-year return is 24.91%. NEAIX dividend yield stands at 1.21%, paid annually.
NEAIX top holdings include Dreyfus Treasury Securities Cash Management Fund - Institutional Shares (7.0%), Nlight Inc (6.0%), Vicor Corp (4.9%), Vertiv Group Corp (4.2%), Lincoln Educational Services Corp (3.3%). View all NEAIX holdings, sector breakdown, or dividend history.
NEAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NEAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.