NEEIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Needham Growth Institutional (NEEIX) Ownership - Who owns Needham Growth Institutional?

The investment seeks long-term, tax-efficient capital appreciation... Show more

Category: #Mid-Cap Growth

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

NEEIX

Net Assets

145M

Fund Existence

over 8 years

Turnover

9.00

Total Expense Ratio

1.21

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.50

Assets in Top Ten Holdings

75.4M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

79M

Fund Type

OpenEnd

Index Fund

Management Fee

1.25

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

73.00

Number of Net Holdings

73.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

40.65%

Gain YTD

-14.561

Annual Yield % from dividends

0.00

Returns for 1 year

-26.05

Returns for 3 years

-8.58

Returns for 5 years

63.96

Returns for 10 years

N/A

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General Information

Category MidCapGrowth

Profile

Fundamentals

Details