NEEGX Mutual Fund
NEEGX Mutual Fund
NAV$91.09
AUM$106M
TER1.67%
Holdings74
NEEGX Mutual Fund
NAV$91.09
Needham Growth Fund- Retail Class
AUM$106M
TER1.67%
Holdings74
NEEGX Mutual Fund Overlap Analysis
NEEGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NEEGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, NEEGX may share significant positions with broad-market funds.
NEEGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NEEGX tax-loss harvesting finds highly correlated but non-identical funds.