Expense Ratio History

Needham fund fees

3 Needham funds, cheapest first. Each page shows the fee's history, every share class and its sources.

FundFeeTypeLast change
NEAGXNeedham Aggressive Growth Fund 1.71% Mutual fund 1.67% to 1.71%, 31 Mar 2026
NEEGXNeedham Growth Fund 1.74% Mutual fund 1.75% to 1.74%, 31 Mar 2026
NESGXNeedham Small Cap Growth Fund 1.86% Mutual fund 1.92% to 1.86%, 30 Apr 2025