Morningstar

Needham Growth Fund Institutional Class NEEIX

Morningstar Medalist Rating
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Medalist Rating as of See Needham Investment Hub
  • NAV / 1-Day Return $84.10  /  +0.26 %
  • Fund Size $245.0M
  • Adjusted Expense Ratio 1.180%
  • Net Expense Ratio 1.210%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 6%
NAV and 1-Day Return as of

Morningstar’s Analysis NEEIX

Will NEEIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NEEIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NEEIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NEEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Needham Growth Institutional holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings NEEIX

More NEEIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Marvell Technology Inc

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Industrials

Corning Inc

2.41 7M
Technology

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