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 NEEGX USD 2,000 USD 2,000 Stock N/A RETAIL CLASS Yes
NEEDHAM AGGRESSIVE GROWTH FUND NEAGX USD 2,000 USD 2,000 Stock N/A RETAIL CLASS Yes
NEEDHAM SMALL CAP GROWTH FUND NESGX USD 2,000 USD 2,000 Stock N/A RETAIL CLASS Yes
NEEDHAM GROWTH FUND NEEIX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL Yes
NEEDHAM AGGRESSIVE GROWTH FUND NEAIX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL Yes
NEEDHAM SMALL CAP GROWTH FUND NESIX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.