Needham Small is trading at 25.59 as of the 15th of February 2026; that is 0.79 percent up since the beginning of the trading day. The fund's open price was 25.39. Needham Small has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 17th of November 2025 and ending today, the 15th of February 2026. Click here to learn more.
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.. More on Needham Small Cap
Needham Small Cap [NESIX] is traded in USA and was established 15th of February 2026. Needham Small is listed under Needham category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Needham family. This fund now has accumulated 183.02 M in assets with no minimum investment requirementsNeedham Small Cap is currently producing year-to-date (YTD) return of 14.47%, while the total return for the last 3 years was 9.6%.
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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 Small Cap 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.
The fund generated returns of 0.0% over the last ten years. Needham Small Cap maintains about 20.45% of assets in cash. Large To find out more about Needham Small Cap contact the company at 800-625-7071.
Needham Small Cap Investment Alerts
The fund maintains about 20.45% of its assets in cash
Institutional Mutual Fund Holders for Needham Small
Have you ever been surprised when a price of an equity instrument such as Needham Small is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Needham Small Cap backward and forwards among themselves. Needham Small's institutional investor refers to the entity that pools money to purchase Needham Small's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Needham Small's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.
Needham Small Outstanding Bonds
Needham Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Needham Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Needham bonds can be classified according to their maturity, which is the date when Needham Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Needham Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Needham Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Needham Small's time-series forecasting models are one of many Needham Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Needham Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
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.