NEEGX Mutual Fund
NEEGX Mutual Fund
NEEGX Mutual Fund
Needham Growth Fund- Retail Class
NEEGX Mutual Fund Overview
NEEGX Mutual Fund (Needham Growth Fund- Retail Class) is managed by Needham Funds with $106.6M in net assets. NEEGX expense ratio is 1.67%, holding 74 positions across sectors including Information Technology, Industrials, Materials. Inception date: 1996-01-02.
NEEGX performance shows a YTD return of 35.60%. The 1-year return is 50.54% and the 5-year return is 9.04%. NEEGX dividend yield stands at 5.58%, paid annually.
NEEGX top holdings include Dreyfus Trsry Securities Cash Mgmt (10.3%), Pdf Solutions Inc (5.3%), Corning Inc. (3.7%), Lam Research Corp (3.7%), Vicor Corp (3.5%). Go to all NEEGX holdings, NEEGX sectors, or NEEGX dividends.
NEEGX can be compared against other funds. Use NEEGX overlap to find shared positions, or NEEGX vs another fund for a side-by-side view. NEEGX alternatives are available via the screener, along with tax-loss harvesting opportunities.