Needham Growth Fund Quote
| NEEIX Fund | USD 66.22 0.30 0.45% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Needham Growth is trading at 66.22 as of the 28th of November 2024; that is 0.45 percent decrease since the beginning of the trading day. The fund's open price was 66.52. Needham Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Needham Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund normally invests at least 65 percent of its total assets in the equity securities 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, medialeisurecableentertainment and business and consumer services sectors.. More on Needham Growth
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Needham Mutual Fund Highlights
| Fund Concentration | Needham Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Needham (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Needham Growth [NEEIX] is traded in USA and was established 28th of November 2024. Needham Growth is listed under Needham category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Needham family. This fund now has accumulated 141.5 M in assets with no minimum investment requirementsNeedham Growth is currently producing year-to-date (YTD) return of 19.65%, while the total return for the last 3 years was -0.84%.
Check Needham Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Needham Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Needham Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Needham Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Needham Growth Mutual Fund Constituents
| VICR | Vicor | Stock | Industrials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| SMCI | Super Micro Computer | Stock | Information Technology | |
| PDFS | PDF Solutions | Stock | Information Technology | |
| KVHI | KVH Industries | Stock | Information Technology | |
| KMX | CarMax Inc | Stock | Consumer Discretionary | |
| GILD | Gilead Sciences | Stock | Health Care | |
| FORM | FormFactor | Stock | Information Technology |
Needham Growth Top Holders
| SMILX | Smi Servative Allocation | Mutual Fund | Allocation--70% to 85% Equity |
Needham Growth Risk Profiles
| Mean Deviation | 1.12 | |||
| Standard Deviation | 1.51 | |||
| Variance | 2.29 | |||
| Risk Adjusted Performance | (0.05) |
Needham Growth Against Markets
Other Information on Investing in Needham Mutual Fund
Needham Growth 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 Growth security.
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