Needham Small Cap Growth Fund (NESIX) Research

Under its typical operating guidelines, this fund allocates a minimum of 80% of its total investable capital—which includes both its net assets and any money borrowed for investment purposes—to the shares of U.S.-based companies. These investments primarily consist of common stock from businesses whose shares are publicly traded on a nationally recognized exchange and possess a market valuation of $8 billion or less.

Market snapshot

Symbol
NESIX
Price
$40.45
Day change
+3.45%
Market cap
$215.8M
52-week range
17.88-40.45
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Allspring C&B Large Cap Value Fund (CBLSX)
  • Clipper Fund (CFIMX)
  • The Korea Fund, Inc. (KF)
  • Morgan Stanley Emerging Markets Debt Fund, Inc. (MSD)
  • Nuveen Equity Long/Short Fund (NELCX)
  • Pin Oak Equity Fund (POGSX)
  • Paradigm Micro-Cap Fund (PVIVX)
  • T. Rowe Price Target Retirement 2015 Fund (TRRTX)

Open Needham Small Cap Growth Fund (NESIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.