Needham Growth Fund Cash Position Weight

NEEGX Fund  USD 71.33  0.90  1.28%   
Needham Growth Fund 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.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Needham 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.

Cash Percentage

 = 

% of Cash

in the fund

More About Cash Position Weight | All Equity Analysis

Current Needham Growth Cash Position Weight

    
  11.35 %  
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 Fund 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

Needham Growth Cash Position Weight Component Assessment

In accordance with the recently published financial statements, Needham Growth Fund has 11.35% 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 currently under evaluation in cash position weight among similar funds.

Fund Asset Allocation for Needham Growth

The fund consists of 88.65% 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

About Needham Growth Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Needham Growth Fund'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 Fund 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.
The fund normally invests at least 65 percent of its total assets in the equity securities 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, medialeisurecableentertainment and business and consumer services sectors.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Needham Growth in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Needham Growth's short interest history, or implied volatility extrapolated from Needham Growth options trading.

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Check out Needham Growth Piotroski F Score and Needham Growth Altman Z Score analysis.
Note that the Needham Growth Fund information on this page should be used as a complementary analysis to other Needham Growth's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.

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Please note, there is a significant difference between Needham Growth's value and its price as these two are different measures arrived at by different means. Investors typically determine if Needham Growth is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Needham Growth's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.