NEEIX Needham Growth Institutional Forecast, Technical & Fundamental Analysis

The investment seeks long-term, tax-efficient capital appreciation... Show more

Category: #Mid-Cap Growth

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A.I.Advisor

published Highlights

Industry description

The investment seeks long-term, tax-efficient capital appreciation. The fund normally 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 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, media/leisure/cable/entertainment and business and consumer services sectors.

Market Cap

The average market capitalization across the Needham Growth Institutional MF is 27.39B. The market cap for tickers in the group ranges from 425.99M to 191.99B. TMO holds the highest valuation in this group at 191.99B. The lowest valued company is ASPN at 425.99M.

Volume

The average weekly volume growth across all stocks in the Needham Growth Institutional MF was -42%. For the same stocks of the MF, the average monthly volume growth was -44% and the average quarterly volume growth was -8%

Fundamental Analysis Ratings

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

Valuation Rating: 60

P/E Growth Rating: 43

Price Growth Rating: 48

SMR Rating: 73

Profit Risk Rating: 65

Seasonality Score: -4 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapGrowth

Profile

Details

	1 Day
TECL	204.90	9.63	+4.93%
Direxion Daily Technology Bull 3X ETF
KIO	11.40	0.04	+0.35%
KKR Income OPPORTUNITIES FUND
IAE	8.74	0.01	+0.11%
VOYA ASIA PACIFIC HIGH DIVIDEND EQUITY Income FUND
PMIO	51.16	0.05	+0.10%
PGIM Municipal Income Opportunities ETF
AAUM	19.75	N/A	N/A
Tema Alternative Asset Managers ETF

NEEIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NEEIX has been closely correlated with FSMAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if NEEIX jumps, then FSMAX could also see price increases.

Ticker / NAME	Correlation To NEEIX	1D Price Change %
NEEIX	100%	N/A
FSMAX - NEEIX	95% Closely correlated	N/A
PEMGX - NEEIX	67% Closely correlated	N/A
RPTIX - NEEIX	67% Closely correlated	N/A
RPMGX - NEEIX	67% Closely correlated	N/A
PAMCX - NEEIX	67% Closely correlated	N/A
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