Needham Funds
  • Home
  • About Us
    • Our Team
  • Mutual Funds
    • Growth Fund
    • Aggressive Growth Fund
    • Small Cap Growth Fund
  • Hedge Funds
  • Resources & Forms
  • Commentary & Insight
    • Portfolio Manager Commentary
    • The Growth Factor Commentary
    • In the News
  • Contact
    • September 11th Scholarship Fund
  • Visit NeedhamCo.com
  • Search
  • Subscribe

  • Pages

    • Home
    • About Us
      • Our Team
    • Mutual Funds
      • Growth Fund
        • Overview
        • Performance
        • Portfolio
        • Resources
      • Aggressive Growth Fund
        • Overview
        • Performance
        • Portfolio
        • Resources
      • Small Cap Growth Fund
        • Overview
        • Performance
        • Portfolio
        • Resources
    • Hedge Funds
    • Resources & Forms
    • Commentary & Insight
      • Portfolio Manager Commentary
      • The Growth Factor Commentary
      • In the News
    • September 11th Scholarship Fund
    • Contact
    • Subscribe
    • Terms of Use
    • Privacy Policy

  • Archives

  • Categories

    • No categories

1The Needham Growth Conference is hosted by Needham & Company, LLC; an affiliate of Needham Asset Management, LLC, which is the parent company of Needham Investment Management, LLC. 

The Needham Funds aggregate ownership as a percentage of net assets in the stated securities as of December 31, 2017:  ALTR: 0.07%; COUP: 0.15%; CYRX: 0.33%;  ROKU: 0.09%; NOVN: 0.00%  ;  GILD: 3.89%; JUNO: 0.00%; BLUE: 0.00%; ORCL: 0.00% ; WDAY: 0.00%; RHT: 0.58%; CSCO: 0.00%; ADP: 0.00%; ULTI: 0.00%; FNF: 0.00%; PAYX: 0.00%; PCTY: 0.00%; MSFT: 0.00%; LOGM: 0.00%; ADBE: 0.00%; GOOGL: 0.00%.

The information presented in this commentary is not intended as personalized investment advice and does not constitute a recommendation to buy or sell a particular security or other investments.  

This message is not an offer of the Needham Growth Fund, the Needham Aggressive Growth Fund or the Needham Small Cap Growth Fund. Shares are sold only through the currently effective prospectus. Please read the prospectus carefully and consider the investment objectives, risks, and charges and expenses of the Fund carefully before you invest. The prospectus contains this and other information about the Fund.  

Investment returns and principal value will fluctuate, and when redeemed, shares may be worth more or less than their original cost. Past performance does not guarantee future results and current performance may be higher or lower than these results. Current month-end performance and a copy of the prospectus are available at www.needhamfunds.com or by contacting the Fund’s transfer agent, U.S. Bancorp Fund Services, LLC at 1-800-625-7071.  

All three of the Needham Funds have substantial exposure to small and micro capitalized companies. Funds holding smaller capitalized companies are subject to greater price fluctuation than those of larger companies. Also, all three of the Needham Funds are permitted to engage in short sales, options, futures, and leveraged trading strategies. The Funds’ use of short sales, options, futures strategies and leverage may result in significant capital loss. Total return figures include reinvestment of all dividends and capital gains. Needham & Company, LLC, member FINRA/SIPC, is the distributor of The Needham Funds, Inc.

Subscribe For Updates
  • Terms of Use
  • Privacy Policy
Subscribe For Updates
  • Terms of Use
  • Privacy Policy
© 2023 The Needham Group, Inc.
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.

Needham & Company, LLC, member FINRA/SIPC, is the distributor of The Needham Funds, Inc.

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.