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Needham Investment Management Named Best Small Company Equity Group: 2022 Refinitiv Lipper Fund Awards

We are pleased to announce that Needham Investment Management is one of eight U.S. fund families to receive a 2022 Refinitiv Lipper Fund Award, awarded Best Group for Small Company Equity based on risk-adjusted performance for the past three years.

Additionally, each of its three mutual funds won 2022 Refinitiv Lipper Fund Awards for delivering strong risk-adjusted returns over three-year or five-year periods ending December 31, 2021.

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Our Mutual Funds

Needham Growth Fund

We seek to build wealth for long-term investors.
Needham Growth Fund is a multi-cap strategy that invests in growth stocks available at a reasonable price.

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Our Mutual Funds

Needham Aggressive Growth Fund

Needham Aggressive Growth Fund seeks to create wealth for long-term investors by discovering Hidden Compounders and holding them through their transition to Quality Compounders.

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Our Mutual Funds

Needham Small Cap Growth Fund

Needham Small-Cap Growth Fund is a unique opportunity for access to true small and micro-cap growth companies.

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Mutual Funds

Needham Growth Fund

Retail: NEEGX
Institutional: NEEIX
Assets: $119M
Inception Date: 01/01/96

Needham Aggressive Growth Fund

Retail: NEAGX
Institutional: NEAIX
Assets: $132M
Inception Date: 09/04/01

Needham Small Cap Growth Fund

Retail: NESGX
Institutional: NESGX
Assets: $175M
Inception Date: 05/22/02