Needham Growth Fund Institutional Class (NEEIX) 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 NEEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NEEIX
NEEIX charges 1.21% annually. There are 135 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 | NEEIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | NEEIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | NEEIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | NEEIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | NEEIX vs VMFGX |
Best Risk-Adjusted Alternatives to NEEIX
NEEIX has a PortfoliosLab risk / return rank of 76. There are 4 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | NEEIX vs VHCOX | |
| Needham Growth Fund | 78 | — | Jan 1996 | NEEIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 78 | — | Oct 2000 | NEEIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | NEEIX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 71 | — | Jun 1998 | NEEIX vs MGOYX |
Top Performing NEEIX Alternatives (YTD)
NEEIX is at 44.89% YTD. No mutual funds in the Mid Cap Growth Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 44.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund | 44.58% | — | Jan 1996 | NEEIX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 37.54% | — | May 2007 | NEEIX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.73% | — | Oct 2000 | NEEIX vs TAAGX | |
| Kinetics Paradigm Fund | 25.77% | — | Dec 1999 | NEEIX vs WWNPX | |
| PrimeCap Odyssey Aggressive Growth Fund | 22.65% | — | Nov 2004 | NEEIX vs POAGX |
Lowest Volatility Alternatives to NEEIX
NEEIX has 30.97% 1-year volatility. There are 157 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.68% | — | May 2021 | NEEIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | NEEIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | NEEIX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.49% | — | Mar 1950 | NEEIX vs VLIFX | |
| Sparrow Growth Fund | 13.52% | — | Oct 1998 | NEEIX vs SGFFX |
Lowest Drawdown Alternatives to NEEIX
NEEIX has a 1-year max drawdown of -13.22%. There are 63 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | NEEIX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | NEEIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | NEEIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | NEEIX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.37% | — | Oct 2000 | NEEIX vs TAAGX |
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 | Small Cap Growth Equities | 83 | 44.61% | — | Sep 2001 | NEEIX vs NEAGX | |
| Needham Aggressive Growth Fund Institutional Class | Small Cap Growth Equities | 83 | 44.90% | — | Dec 2016 | NEEIX vs NEAIX | |
| Needham Small Cap Growth Fund | Small Cap Growth Equities | 89 | 64.97% | — | May 2002 | NEEIX vs NESGX | |
| Needham Small Cap Growth Fund Institutional | Small Cap Growth Equities | 89 | 65.50% | — | Dec 2016 | NEEIX vs NESIX |
Often Compared With NEEIX
Investors most often compare NEEIX with AMGOX, CIPIX, PRDMX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare NEEIX with Any Fund or Stock
Compare NEEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NEEIX with funds that move differently
Needham Growth Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEEIX.
Explore NEEIX Diversifiers