NESIX Mutual Fund (Needham Small Cap Growth Fund Institutional Class) is managed by Needham Funds with $248.4M in net assets. NESIX expense ratio is 1.19%, holding 71 positions across sectors including Information Technology, Industrials, Unknown. 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 Inc (6.8%), Vishay Intertechnology Inc. [vsh] (5.8%), Dreyfus Treasury Securities Cash Management Fund - Institutional Shares (4.5%), Pdf Solutions Inc (3.7%). View all NESIX holdings, sector breakdown, or dividend history.

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