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.
Needham & Company, LLC is a member of FINRA & SIPC. All Rights Reserved.
The foregoing should not be deemed as an offer to buy an interest in any of the Needham Funds (the “Funds”). Shares are sold only through the currently effective prospectus. Complete information on the Needham Funds, including a current prospectus, is available for downloading and should be read prior to making any decision to invest. Click here to go to the Download Library. Investment in the Funds involves investment risk, including the possible loss of principal. Please read the prospectus and consider the investment objectives, risks, and charges and expenses of the Funds carefully before you invest. The prospectus and the summary prospectus contain this and other information about the Funds.
The results contained on this site represent past performance of the Funds. Past performance does not guarantee future results and current performance may be higher or lower than these results. Performance current to the most recent month-end may be obtained by calling 1-800-625-7071. The Funds’ use of short sales, options and futures strategies and leverage may result in significant capital loss. Although the Fund is classified as “diversified” under the Investment Company Act of 1940, as amended (the “1940 Act”), the Fund may invest its assets in a smaller number of issuers than other, more diversified, funds. The Fund’s net asset value (“NAV”) may be more vulnerable to changes in the market value of a single issuer or group of issuers and may be relatively more susceptible to adverse effects from any single corporate, industry, economic, market, political or regulatory occurrence than if the Fund’s investments consisted of securities issued by a larger number of issuers.
Total return figures include reinvestment of all dividends and capital gains. Investment returns and principal value will fluctuate and when redeemed, shares may be worth more or less than their original cost.
THESE SECURITIES HAVE NOT BEEN APPROVED OR DISAPPROVED BY THE SECURITIES AND EXCHANGE COMMISSION OR ANY STATE SECURITIES COMMISSION NOR HAS THE SECURITIES AND EXCHANGE COMMISSION OR ANY STATE SECURITIES COMMISSION PASSED UPON THE ACCURACY OR ADEQUACY OF THIS DOCUMENT. ANY REPRESENTATION TO THE CONTRARY IS A CRIMINAL OFFENSE.
For details regarding the Needham Funds, please contact Needham Investment Management L.L.C. at 1-800-625-7071.