MENU
+Compare
NEEGX
Mutual Fund ticker: NASDAQ
AS OF
Jul 3 closing price
Price
$59.47
Change
+$0.46 (+0.78%)
Net Assets
157.29M

NEEGX Needham Growth Retail Forecast, Technical & Fundamental Analysis

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

Category: #Mid-Cap Growth
Interact to see
Advertisement
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term, tax-efficient capital appreciation. The fund normally invests at least 65% of its total assets in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange. It may, but is not required to, invest in the securities of companies of any market capitalization and from a variety of industries included in the technology, healthcare, energy and industrials, specialty retailing, media/leisure/cable/entertainment and business and consumer services sectors.

Market Cap

The average market capitalization across the Needham Growth Retail MF is 33.47B. The market cap for tickers in the group ranges from 1.3B to 220.19B. TMO holds the highest valuation in this group at 220.19B. The lowest valued company is PDFS at 1.3B.

Volume

The average weekly volume growth across all stocks in the Needham Growth Retail MF was -71%. For the same stocks of the MF, the average monthly volume growth was -57% and the average quarterly volume growth was -41%

Fundamental Analysis Ratings

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

Valuation Rating: 68
P/E Growth Rating: 77
Price Growth Rating: 51
SMR Rating: 69
Profit Risk Rating: 71
Seasonality Score: 10 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Needham Funds Inc445 Park AveNew York
Phone
N/A
Web
www.needhamfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PBLAX48.560.68
+1.42%
Principal Blue Chip A
FSSMX47.480.30
+0.64%
Fidelity Stock Selector Mid Cap
CGRCX30.730.19
+0.62%
Invesco Comstock Select C
WRAIX14.030.04
+0.29%
Wilmington Global Alpha Equities I
KNGAX11.630.03
+0.26%
Vest S&P500 Div Aristocrats Trgt Inc A

NEEGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NEEGX has been closely correlated with VMGIX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if NEEGX jumps, then VMGIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NEEGX
1D Price
Change %
NEEGX100%
+0.78%
VMGIX - NEEGX
82%
Closely correlated
+1.06%
VMGMX - NEEGX
81%
Closely correlated
+1.05%
PMAQX - NEEGX
74%
Closely correlated
+1.04%
PMBPX - NEEGX
74%
Closely correlated
+1.04%
PMBJX - NEEGX
74%
Closely correlated
+1.04%
More