Investment Test Drive

NEEGX Needham Growth Retail

5 lower fee alternatives found

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Fund NEEGX Needham Growth Retail POAGX PRIMECAP Odyssey Aggressive Growth TARKX Tarkio  
Similarity
?
100% 88% 88%
Annual Fees
?
$194.34
(1.84% Exp. Ratio)
$65.48
(0.62% Exp. Ratio)
$105.62
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$29,539.06 $42,788.79 $38,143.11
Est. savings over 30 yrs +$13,249.73 +$8,604.04
Return
As of 10/31/16
1 YR RETURN 2.19%
3 YR 4.10%
5 YR 9.68%
10 YR 5.70%
1 YR RETURN 7.90%
3 YR 10.12%
5 YR 18.15%
10 YR 11.47%
1 YR RETURN 13.17%
3 YR 6.74%
5 YR 11.84%
10 YR --
Description
The investment seeks long-term, tax-efficient capital appreciation. The fund normally invests at least 65% of its total assets in the equity securities of domestic issuers listed on a nationally recognized securities exchange or traded on the NASDAQ System. It may, but is not required to, invest in the securities of companies of any market capitalization and from a variety of industries included in the technology, healthcare, energy and industrials, specialty retailing, media/leisure/cable/entertainment and business and consumer services sectors.
The investment seeks to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with prospects for rapid earnings growth. It may invest in stocks across all market sectors and market capitalizations and has historically invested significant portions of its assets in mid- and small-capitalization companies.
The investment seeks long-term growth of capital. The fund, under normal market conditions, invests primarily in common stock of U.S. companies that are selected for their long-term appreciation potential. To a significantly lesser extent, it may invest in fixed income securities (including debt securities that could be viewed as "junk bonds") and securities of foreign issuers, including issuers in emerging markets using the same fundamental research approach based on quality and price. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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