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NEAIX Needham Aggressive Growth Institutional Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Unisys Corp (NYSE:UIS).

Industry description

The investment seeks long-term, tax-efficient capital appreciation. Under normal conditions, the fund invests at least 65% of its total assets in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange. It invests principally in markets and industries with strong growth potential, focusing primarily on the market leaders in these areas as these companies often garner a disproportionate share of the positive financial returns.

Market Cap

The average market capitalization across the Needham Aggressive Growth Institutional MF is 11.28B. The market cap for tickers in the group ranges from 472.8M to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is VPG at 472.8M.

Volume

The average weekly volume growth across all stocks in the Needham Aggressive Growth Institutional MF was 20%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was 38%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 79
P/E Growth Rating: 50
Price Growth Rating: 59
SMR Rating: 64
Profit Risk Rating: 59
Seasonality Score: 25 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Needham Funds Inc445 Park AveNew York
Phone
N/A
Web
www.needhamfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GICIX12.87-0.04
-0.31%
Goldman Sachs Intl Sm Cp Insghts Instl
LSCNX25.63-0.30
-1.16%
Loomis Sayles Small Cap Value N
SLGFX20.50-0.27
-1.30%
SEI Large Cap Index F (SIMT)
RICCX61.08-0.83
-1.34%
American Funds Invmt Co of Amer R3
LMBAX14.34-0.21
-1.44%
Franklin U.S. Small Cap Equity A

NEAIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NEAIX has been closely correlated with WCMNX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if NEAIX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NEAIX
1D Price
Change %
NEAIX100%
-1.59%
WCMNX - NEAIX
91%
Closely correlated
-2.59%
WCMLX - NEAIX
90%
Closely correlated
-2.56%
NRGEX - NEAIX
81%
Closely correlated
-1.24%
VSGIX - NEAIX
30%
Poorly correlated
-1.57%
VSGAX - NEAIX
30%
Poorly correlated
-1.57%
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