NESIX Mutual Fund

NESIX Mutual Fund (Needham Small Cap Growth Fund Institutional Class) is managed by Needham Funds with $239.1M in net assets. NESIX expense ratio is 1.19%, holding 71 positions across sectors including Information Technology, Industrials, Materials. Inception date: 2016-12-30.

NESIX performance shows a YTD return of 56.00%. The 1-year return is 73.86% and the 5-year return is 6.18%.

NESIX top holdings include Arteris Inc_None_None (7.8%), Adtran Inc (6.8%), Vishay Intertechnology Inc Com Stk (5.8%), Dreyfus Trsry Securities Cash Mgmt (4.5%), Pdf Solutions Inc (3.7%). Go to all NESIX holdings, NESIX sectors, or NESIX dividends.

NESIX can be compared against other funds. Use NESIX overlap to find shared positions, or NESIX vs another fund for a side-by-side view. NESIX alternatives are available via the screener, along with tax-loss harvesting opportunities.