NEEIX – Needham Growth Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks long-term, tax-efficient capital appreciation. The fund normally invests at least 65% of its total assets in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange. It may, but is not required to, invest in the securities of companies of any market capitalization and from a variety of industries included in the technology, healthcare, energy and industrials, specialty retailing, media/leisure/cable/entertainment and business and consumer services sectors.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NEEGX	Needham Growth Fund Retail Class	No Load	Open			Jan 2, 1996	$112.88M	1.670%	High	$2,000	$2.97M
NEEIX	Needham Growth Fund Institutional Class	Institutional	Open			Dec 30, 2016	$167.63M	1.180%	High	$100,000	$38.57M

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