Needham Funds List | Morningstar

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Needham Funds List

Share Class Type

1 to 6 of 6 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Needham Aggressive Growth Institutional	NEAIX	Small Growth			15.33%	2	1.220%	High	Institutional	$100,000
Needham Aggressive Growth Retail	NEAGX	Small Growth			15.12%	2	1.820%	High	No Load	$2,000
Needham Growth Institutional	NEEIX	Mid-Cap Growth			23.13%	1	1.210%	High	Institutional	$100,000
Needham Growth Retail	NEEGX	Mid-Cap Growth			20.84%	1	1.750%	High	No Load	$2,000
Needham Small Cap Growth Institutional	NESIX	Small Growth			−5.64%	96	1.220%	High	Institutional	$100,000
Needham Small Cap Growth Retail	NESGX	Small Growth			6.35%	18	1.830%	High	No Load	$2,000

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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