Needham Small Financials
| NESGX Fund | USD 18.87 0.38 2.06% |
Needham |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Needham Small Fund Summary
Needham Small competes with Needham Aggressive, Needham Growth, Baron Opportunity, and Jacob Micro. Under normal conditions, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities of domestic issuers listed on a nationally recognized securities exchange that have market capitalizations not exceeding 8 billion.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Needham Funds |
| Mutual Fund Family | Needham |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 625 7071 |
| Currency | USD - US Dollar |
Needham Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Needham Small's current stock value. Our valuation model uses many indicators to compare Needham Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Needham Small competition to find correlations between indicators driving Needham Small's intrinsic value. More Info.Needham Small Cap is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Needham Small Cap is roughly 15.10 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Needham Small's earnings, one of the primary drivers of an investment's value.Needham Small Cap Systematic Risk
Needham Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Needham Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Needham Small Cap correlated with the market. If Beta is less than 0 Needham Small generally moves in the opposite direction as compared to the market. If Needham Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Needham Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Needham Small is generally in the same direction as the market. If Beta > 1 Needham Small moves generally in the same direction as, but more than the movement of the benchmark.
Needham Small Thematic Clasifications
Needham Small Cap is part of Small Growth Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business
This theme covers Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. Get More Thematic Ideas
Needham Small Cap is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 1.64 Billion. Needham Small retains roughly 172.08 Million in net asset claiming about 11% of funds listed under Small Blend category.| Small Growth Funds | View |
Needham Small January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Needham Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Needham Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Needham Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Needham Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Needham Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.82 | |||
| Information Ratio | 0.0019 | |||
| Maximum Drawdown | 9.74 | |||
| Value At Risk | (2.39) | |||
| Potential Upside | 2.41 |
Other Information on Investing in Needham Mutual Fund
Needham Small financial ratios help investors to determine whether Needham Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Needham with respect to the benefits of owning Needham Small security.
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