Needham Mutual Funds List
Here you can find all mutual funds issued by Needham and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 6
- Avg. Expense Ratio
- 1.51%
- Avg. 1 Year Return
- 55.38%
- Avg. 5 Year Return
- 10.80%
- Median Risk/Return Score
- 60 / 100
Needham Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Needham Growth Fund | Mid Cap Growth Equities | Jan 2, 1996 | 1.78% | 34.50% | 14.06% | 5.63% | 57 | ||||||||
| Needham Growth Fund Institutional Class | Mid Cap Growth Equities | Dec 30, 2016 | 1.21% | 34.81% | — | 5.31% | 53 |
Explore top Needham Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Needham Mutual funds by Risk/Return Score
The top Needham Mutual funds by PortfoliosLab Risk/Return Score are NESIX (81) and NESGX (80).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | |
| Needham Aggressive Growth Fund | 60 | — | Sep 2001 | |
| Needham Aggressive Growth Fund Institutional Class | 60 | — | Dec 2016 | |
| Needham Growth Fund | 57 | — | Jan 1996 |
Best-Performing Needham Mutual funds Over 5 Years
The top Needham Mutual funds is NEAIX (17.76%).
Across the lineup, Needham Mutual funds show an average 1-year return of 55.38% and an average 5-year return of 10.80%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 17.76% | — | Dec 2016 | |
| Needham Aggressive Growth Fund | 17.14% | — | Sep 2001 | |
| Needham Growth Fund Institutional Class | 10.10% | — | Dec 2016 | |
| Needham Growth Fund | 8.81% | — | Jan 1996 | |
| Needham Small Cap Growth Fund Institutional | 5.79% | — | Dec 2016 |
Lowest-Cost Needham Mutual funds
The top Needham Mutual funds is NESIX (1.18%).
With an average expense ratio of 1.51%, Needham Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 1.18% | — | Dec 2016 | |
| Needham Aggressive Growth Fund Institutional Class | 1.20% | — | Dec 2016 | |
| Needham Growth Fund Institutional Class | 1.21% | — | Dec 2016 | |
| Needham Growth Fund | 1.78% | — | Jan 1996 | |
| Needham Small Cap Growth Fund | 1.85% | — | May 2002 |
Highest-Yield Needham Mutual funds
The top Needham Mutual funds is NEEGX (5.63%).
Across the lineup, Needham Mutual funds show an average dividend yield of 2.35%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Needham Growth Fund | 5.63% | — | Jan 1996 | |
| Needham Growth Fund Institutional Class | 5.31% | — | Dec 2016 | |
| Needham Aggressive Growth Fund | 1.62% | — | Sep 2001 | |
| Needham Aggressive Growth Fund Institutional Class | 1.52% | — | Dec 2016 | |
| Needham Small Cap Growth Fund | 0.00% | — | May 2002 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.