NEAIX Mutual Fund

NEAIX Mutual Fund (Needham Aggressive Growth Fund Institutional Class) is managed by Needham Funds with $1.50B in net assets. NEAIX expense ratio is 1.19%, holding 109 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2016-12-30.

NEAIX performance shows a YTD return of 33.50%. The 1-year return is 48.40% and the 5-year return is 18.01%. NEAIX dividend yield stands at 1.51%, paid annually.

NEAIX top holdings include Vicor Corp (6.9%), Arteris Inc_None_None (5.9%), Vishay Intertechnology Inc (4.8%), Dreyfus Trsry Securities Cash Mgmt (4.6%), Pdf Solutions Inc (4.6%). 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.