NESIX Mutual Fund
NAV$35.67
AUM$248M
TER1.19%
Holdings71
NESIX Mutual Fund
NAV$35.67
Needham Small Cap Growth Fund Institutional Class
AUM$248M
TER1.19%
Holdings71

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
Showing 10 of 71 holdings(as of Mar 31, 2026)Top 10 Weight: 44.98%
NESIX Mutual Fund Top Holdings
NESIX holdings top 10 positions. The top 10 holdings account for 45.0% of the fund, led by Arteris Inc_None_None at 7.8%, ADTRAN Inc at 6.8%, Vishay Intertechnology Inc. [vsh] at 5.8%.
NESIX portfolio concentration is moderate, with the top 10 representing 45.0% of total assets. The largest sector exposure is Information Technology at 52.6%.
NESIX sector allocation provides a detailed breakdown. NESIX overlap tool shows how holdings compare to other funds in your portfolio.