NESIX Mutual Fund

NESIX Mutual Fund (Needham Small Cap Growth Fund Institutional Class) is managed by Needham Funds with $184.4M 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 56.00%. The 1-year return is 73.86% and the 5-year return is 6.19%.

NESIX top holdings include Dreyfus Trsry Securities Cash Mgmt (14.1%), Arteris Inc_None_None (8.6%), Badger Meter, Inc. (5.0%), Vishay Intertechnology Inc (5.0%), Ambarella, Inc. (2.7%). 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.