Morningstar

Needham Small Cap Growth Fund Retail Class NESGX

Medalist Rating as of Sep 30, 2026 See Needham Investment Hub

Strategy

The investment seeks long-term, tax-efficient capital appreciation. Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange that have market capitalizations not exceeding $8 billion.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NESGX	Needham Small Cap Growth Fund Retail Class	No Load	Open			May 22, 2002	$45.43M	1.790%	High	$2,000	$23.78M
NESIX	Needham Small Cap Growth Fund Institutional Class	Institutional	Open			Dec 30, 2016	$145.65M	1.190%	High	$100,000	−$18.85M

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