NESIX Mutual Fund
NESIX Mutual Fund
NESIX Mutual Fund
Needham Small Cap Growth Fund Institutional Class
NESIX Mutual Fund Overview
NESIX Mutual Fund (Needham Small Cap Growth Fund Institutional Class) is managed by Needham Funds with $230.2M in net assets. NESIX expense ratio is 1.19%, holding 71 positions across sectors including Information Technology, Industrials, Materials. Inception date: 2016-12-30.
NESIX performance shows a YTD return of 82.79%. The 1-year return is 114.10% and the 5-year return is 10.26%.
NESIX top holdings include Arteris Inc_None_None (7.8%), Adtran Holdings, Inc. (6.8%), Vishay Intertechnology Inc. [vsh] (5.8%), Dreyfus Treasury Securities Cash Management Fund - Institutional Shares (4.5%), Pdf Solutions Inc (3.7%). Go to all NESIX holdings, NESIX sectors, or NESIX dividends.
NESIX can be compared against other funds. Use NESIX overlap to find shared positions, or NESIX vs another fund for a side-by-side view. NESIX alternatives are available via the screener, along with tax-loss harvesting opportunities.