Mutual Funds

NEEDHAM FUNDS

Exchange Hours Website
9:30 - 15:59 ET www.needhamfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
NEEDHAM GROWTH FUND - RETAIL CLASS NEEGX USD 2,000 USD 2,000 N/A No Load RETAIL CLASS No
NEEDHAM AGGRESSIVE GROWTH FND - RETAIL NEAGX USD 2,000 USD 2,000 N/A No Load RETAIL CLASS No
NEEDHAM SMALL CAP GROWTH FUND - RETAIL NESGX USD 2,000 USD 2,000 N/A No Load RETAIL CLASS No
NEEDHAM GROWTH FUND INSTITUTIONAL CLASS NEEIX USD 100,000 USD 100,000 N/A No Load INSTITUTIONAL CLASS Yes
NEEDHAM AGGRESSIVE GROWTH FUND INST CL NEAIX USD 100,000 USD 100,000 N/A No Load INSTITUTIONAL CLASS Yes
NEEDHAM SMALL CAP GROWTH FUND INST CL NESIX USD 100,000 USD 100,000 N/A No Load INSTITUTIONAL CLASS Yes

Notes:

  1. Advisor minimums may be lower.