Needham Small is trading at 16.35 as of the 20th of March 2025; that is 0.99% increase since the beginning of the trading day. The fund's open price was 16.19. Needham Small has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. 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 [NESGX] is traded in USA and was established 20th of March 2025. 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. The entity is thematically classified as Small Growth Funds. This fund now has accumulated 172.08 M in assets with minimum initial investment of 2 K. Needham Small Cap is currently producing year-to-date (YTD) return of 1.68%, while the total return for the last 3 years was -3.14%.
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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.
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.
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