NEEIX Mutual Fund (Needham Growth Fund Institutional Class) is managed by Needham Funds with $150.0M in net assets. NEEIX expense ratio is 1.18%, holding 74 positions across sectors including Unknown. Inception date: 2016-12-30.

NEEIX performance shows a YTD return of 59.95%. The 1-year return is 90.95% and the 5-year return is 17.04%. NEEIX dividend yield stands at 4.32%, paid annually.

NEEIX top holdings include DIRXX (12.7%), PDFS (4.2%), FORM (3.9%), TMO (3.5%), SMCI (3.4%). View all NEEIX holdings, sector breakdown, or dividend history.

NEEIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NEEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.