Needham Growth FundNEEIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$185.8M
Expense ratio
1.18%
1-year return
+51.2%
3 years, a year
+19.4%
5 years, a year
+8.1%
Holdings
74
What it aims to do.
The Needham Growth Fund (the Growth Fund) seeks long-term, tax-efficient capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Dreyfus Treasury Securities Ca | 12.74% |
| PDFS PDF Solutions Inc | 4.17% |
| FORM FormFactor Inc | 3.89% |
| TMO Thermo Fisher Scientific Inc | 3.51% |
| SMCI Super Micro Computer Inc | 3.37% |
| VRT Vertiv Holdings Co | 3.31% |
| GLW Corning Inc | 3.07% |
| NVT nVent Electric PLC | 2.99% |
| LRCX Lam Research Corp | 2.88% |
| MKSI MKS Inc | 2.69% |
More on NEEIX.
- NEEIX overview
- NEEIX holdings
- NEEIX risk
- NEEIX costs
- NEEIX money in and out
- NEEIX share classes
- Compare NEEIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.