NESGX Mutual Fund
NESGX Mutual Fund
NAV$31.60
AUM$124M
TER1.79%
Holdings71
See how much of NESGX you already own
NESGX Mutual Fund
NAV$31.60
Needham Small Cap Growth Fund Retail Class
AUM$124M
TER1.79%
Holdings71
See how much of NESGX you already own
NESGX Mutual Fund Overlap Analysis
NESGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NESGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, NESGX may share significant positions with broad-market funds.
NESGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NESGX tax-loss harvesting finds highly correlated but non-identical funds.