Funds holding Needham Funds Inc
ISIN US63983V6056 · United States · LEI 549300I20FS2UEMBPJ54
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 4.6M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| SOUND MIND INVESTING Valued Advisers Trust | 106,626 | 3.4M $ | 3.49 % | as of Apr 30, 2026 ↗ |
| SMI MULTI-STRATEGY FUND Valued Advisers Trust | 37,118 | 1.2M $ | 2.04 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| SOUND MIND INVESTING Valued Advisers Trust | 3.49 % | as of Apr 30, 2026 ↗ |
| SMI MULTI-STRATEGY FUND Valued Advisers Trust | 2.04 % | as of Apr 30, 2026 ↗ |
Cite this page
Titelia. "Funds holding Needham Funds Inc". https://titelia.com/en/stocks/needham-funds-inc-US63983V6056