NEEIX Mutual Fund
NEEIX Mutual Fund
NAV$91.96
AUM$159M
TER1.18%
Holdings74
See how much of NEEIX you already own
NEEIX Mutual Fund
NAV$91.96
Needham Growth Fund Institutional Class
AUM$159M
TER1.18%
Holdings74
See how much of NEEIX you already own
NEEIX Mutual Fund Overlap Analysis
NEEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NEEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, NEEIX may share significant positions with broad-market funds.
NEEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NEEIX tax-loss harvesting finds highly correlated but non-identical funds.