Needham Growth Fund Cash Position Weight
| NEEIX Fund | USD 64.81 2.19 3.27% |
Needham Growth fundamentals help investors to digest information that contributes to Needham Growth's financial success or failures. It also enables traders to predict the movement of Needham Mutual Fund. The fundamental analysis module provides a way to measure Needham Growth's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Needham Growth mutual fund.
Needham |
Needham Growth Mutual Fund Cash Position Weight Analysis
Needham Growth's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Needham Growth Cash Position Weight | 1.75 % |
Most of Needham Growth's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Needham Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
| Competition |
In accordance with the recently published financial statements, Needham Growth has 1.75% in Cash Position Weight. This is much higher than that of the Needham family and significantly higher than that of the Mid-Cap Growth category. The cash position weight for all United States funds is notably lower than that of the firm.
Needham Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Needham Growth's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Needham Growth could also be used in its relative valuation, which is a method of valuing Needham Growth by comparing valuation metrics of similar companies.Needham Growth is regarded fourth largest fund in cash position weight among similar funds.
Fund Asset Allocation for Needham Growth
The fund consists of 98.25% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Needham Growth's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Needham Fundamentals
| Price To Earning | 2.83 X | ||||
| Total Asset | 67.62 M | ||||
| Year To Date Return | 21.18 % | ||||
| One Year Return | 26.88 % | ||||
| Three Year Return | 1.50 % | ||||
| Five Year Return | 13.56 % | ||||
| Ten Year Return | 10.78 % | ||||
| Net Asset | 141.5 M | ||||
| Cash Position Weight | 1.75 % | ||||
| Equity Positions Weight | 98.25 % |
About Needham Growth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Needham Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Needham Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Needham Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Needham Mutual Fund
Needham Growth 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 Growth security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets |