Needham Small Cap Fund Analysis

Needham Mutual Fund Analysis Notes

The fund generated five year return of 12.0%. Needham Small Cap maintains about 20.45% of assets in cash. Large To find out more about Needham Small Cap contact the company at 800-625-7071.

Needham Small Cap Investment Alerts

Needham Market Capitalization

The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Needham Small's market, we take the total number of its shares issued and multiply it by Needham Small's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Top Needham Small Cap Mutual Fund Constituents

Institutional Mutual Fund Holders for Needham Small

Note, although Needham Small's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Technical Drivers

As of the 18th of December 2024, Needham Small secures the Downside Deviation of 1.27, mean deviation of 1.25, and Risk Adjusted Performance of 0.077. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Needham Small Cap, as well as the relationship between them.

Needham Small Cap Price Movement Analysis

Needham Small Predictive Daily Indicators

Needham Small Forecast Models

Needham Small's time-series forecasting models are one of many Needham Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Needham Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Needham Small prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Needham shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Needham Small. By using and applying Needham Mutual Fund analysis, traders can create a robust methodology for identifying Needham entry and exit points for their positions.

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.