NEAGX Mutual Fund
NEAGX Mutual Fund
NAV$77.92
AUM$468M
TER1.64%
Holdings109
See how much of NEAGX you already own
NEAGX Mutual Fund
NAV$77.92
Needham Aggressive Growth Fund Retail Class
AUM$468M
TER1.64%
Holdings109
See how much of NEAGX you already own
NEAGX Mutual Fund Overlap Analysis
NEAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NEAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, NEAGX may share significant positions with broad-market funds.
NEAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NEAGX tax-loss harvesting finds highly correlated but non-identical funds.