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NESIX
Mutual Fund ticker: NASDAQ
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NESIX price forecast, quote, news & analysis

Category: @Small Growth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alteryx (null:AYX), Zuora (NYSE: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 Institutional MF is 2.3B. 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 Institutional MF was -36%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 133%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 62
Price Growth Rating: 51
SMR Rating: 90
Profit Risk Rating: 85
Seasonality Score: 27 (-100 ... +100)
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A.I.Advisor
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General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Needham Funds Inc445 Park AveNew York
Phone
N/A
Web
www.needhamfunds.com