Needham Growth Fund (NEEGX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NEEGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NEEGX
NEEGX charges 1.78% annually. There are 159 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | NEEGX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | NEEGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | NEEGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | NEEGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | NEEGX vs VMFGX |
Best Risk-Adjusted Alternatives to NEEGX
NEEGX has a PortfoliosLab risk / return rank of 56. There are 6 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | NEEGX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 75 | — | Nov 2004 | NEEGX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 74 | — | Jun 1998 | NEEGX vs MGOYX | |
| Timothy Plan Aggressive Growth Fund | 63 | — | Oct 2000 | NEEGX vs TAAGX | |
| USAA Extended Market Index Fund | 62 | — | Oct 2000 | NEEGX vs USMIX |
Top Performing NEEGX Alternatives (YTD)
NEEGX is at 35.60% YTD. There is 1 mutual fund in the Mid Cap Growth Equities category with a higher YTD return, going as high as 35.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 35.91% | — | Dec 2016 | NEEGX vs NEEIX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 34.57% | — | May 2007 | NEEGX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.25% | — | Oct 2000 | NEEGX vs TAAGX | |
| Kinetics Paradigm Fund | 23.11% | — | Dec 1999 | NEEGX vs WWNPX | |
| Victory Munder Mid-Cap Core Growth Fund | 21.00% | — | Jun 1998 | NEEGX vs MGOYX |
Lowest Volatility Alternatives to NEEGX
NEEGX has 32.47% 1-year volatility. There are 160 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.07% | — | May 2021 | NEEGX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | NEEGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | NEEGX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | NEEGX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | NEEGX vs PMEGX |
Lowest Drawdown Alternatives to NEEGX
NEEGX has a 1-year max drawdown of -23.15%. There are 152 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | NEEGX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | NEEGX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | NEEGX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | NEEGX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | NEEGX vs FAMVX |
Other Mutual Funds from Needham
The 4 most viewed Needham mutual funds shown here include NEAGX, NEAIX, NESGX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Needham Aggressive Growth Fund Retail Class | Small Cap Growth Equities | 53 | 33.20% | — | Sep 2001 | NEEGX vs NEAGX | |
| Needham Aggressive Growth Fund Institutional Class | Small Cap Growth Equities | 53 | 33.50% | — | Dec 2016 | NEEGX vs NEAIX | |
| Needham Small Cap Growth Fund | Small Cap Growth Equities | 82 | 55.46% | — | May 2002 | NEEGX vs NESGX | |
| Needham Small Cap Growth Fund Institutional | Small Cap Growth Equities | 83 | 56.00% | — | Dec 2016 | NEEGX vs NESIX |
Often Compared With NEEGX
Investors most often compare NEEGX with PKSFX, VWILX, VOO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare NEEGX with Any Fund or Stock
Compare NEEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NEEGX with funds that move differently
Needham Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEEGX.
Explore NEEGX Diversifiers