NEAIX Mutual Fund

NEAIX Mutual Fund (Needham Aggressive Growth Fund Institutional Class) is managed by Needham Funds with $1.24B in net assets. NEAIX expense ratio is 1.19%, holding 110 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2016-12-30.

NEAIX performance shows a YTD return of 10.41%. The 1-year return is 8.93% and the 5-year return is 11.93%.

NEAIX top holdings include Vicor Corp (7.0%), Pdf Solutions Inc (4.5%), Vishay Intertechnology Inc (4.1%), Arteris Inc_None_None (3.8%), Nlight Inc (3.5%). Go to all NEAIX holdings, NEAIX sectors, or NEAIX dividends.

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