NESGX

AS OF

Jun 13 closing price

Price

$16.60

Change

-$0.57 (-3.32%)

Net Assets

133.8M

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NESGX

Mutual Fund ticker: NASDAQ

AS OF

Jun 13 closing price

Price

$16.60

Change

-$0.57 (-3.32%)

Net Assets

133.8M

NESGX Needham Small Cap Growth Retail Forecast, Technical & Fundamental Analysis

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

Category: #Small Blend

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A.I.Advisor

published Highlights

Notable companies

The most notable companies in this group are Alteryx (null:AYX), Zuora (null:ZUO).

Industry description

The investment seeks long-term, tax-efficient capital appreciation. Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange that have market capitalizations not exceeding $8 billion.

Market Cap

The average market capitalization across the Needham Small Cap Growth Retail MF is 2.59B. The market cap for tickers in the group ranges from 430.39M to 8.89B. MKSI holds the highest valuation in this group at 8.89B. The lowest valued company is ADTN at 430.39M.

Volume

The average weekly volume growth across all stocks in the Needham Small Cap Growth Retail MF was 11%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

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

Valuation Rating: 67

P/E Growth Rating: 57

Price Growth Rating: 57

SMR Rating: 91

Profit Risk Rating: 87

Seasonality Score: 7 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Fundamentals

Details

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NESGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NESGX has been closely correlated with NAESX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if NESGX jumps, then NAESX could also see price increases.

Ticker / NAME	Correlation To NESGX	1D Price Change %
NESGX	100%	N/A
NAESX - NESGX	90% Closely correlated	N/A
VSCIX - NESGX	90% Closely correlated	N/A
VSCPX - NESGX	90% Closely correlated	N/A
VSMAX - NESGX	90% Closely correlated	N/A
FSSNX - NESGX	90% Closely correlated	N/A
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