Needham Growth Fund (NEEGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NEEGX
NEEGX charges 1.78% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among NEEGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | NEEGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | NEEGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | NEEGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | NEEGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | NEEGX vs VMGMX |
Best Risk-Adjusted Alternatives to NEEGX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | NEEGX vs TAAGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | NEEGX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | NEEGX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | NEEGX vs BFGIX | |
| Baron Focused Growth Fund | 71 | Jun 30, 2008 | NEEGX vs BFGFX |
Top Performing NEEGX Alternatives (YTD)
NEEGX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | NEEGX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | NEEGX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | NEEGX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | NEEGX vs KMKAX | |
| Timothy Plan Aggressive Growth Fund | 6.37% | Oct 5, 2000 | NEEGX vs TAAGX |
Lowest Volatility Alternatives to NEEGX
NEEGX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | NEEGX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | NEEGX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | NEEGX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | NEEGX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | NEEGX vs VSNGX |
Lowest Drawdown Alternatives to NEEGX
NEEGX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | NEEGX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | NEEGX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | NEEGX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | NEEGX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | NEEGX vs VLEQX |
Other Mutual Funds from Needham
Most popular Needham mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Needham Aggressive Growth Fund | Small Cap Growth Equities | 90 | 7.27% | Sep 4, 2001 | NEEGX vs NEAGX | |
| Needham Small Cap Growth Fund Institutional | Small Cap Growth Equities | 78 | 9.63% | Dec 30, 2016 | NEEGX vs NESIX | |
| Needham Aggressive Growth Fund Institutional Class | Small Cap Growth Equities | 91 | 7.37% | Dec 30, 2016 | NEEGX vs NEAIX | |
| Needham Small Cap Growth Fund | Small Cap Growth Equities | 77 | 9.51% | May 22, 2002 | NEEGX vs NESGX |
Often Compared With NEEGX
What investors most often compare with NEEGX, 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.