NEAGX Mutual Fund

NAV$81.15

AUM$537M

TER1.64%

Holdings105

NEAGX Mutual Fund

NAV$81.15

Needham Aggressive Growth Fund Retail Class

AUM$537M

TER1.64%

Holdings105

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Holdings Overlap Analysis

Compare NEAGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NEAGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NEAGX Mutual Fund Overlap Analysis

NEAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

NEAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 105 holdings, NEAGX may share significant positions with broad-market funds.

NEAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NEAGX tax-loss harvesting finds highly correlated but non-identical funds.