Jacob Micro Cap Fund Quote
| JMIGX Fund | USD 26.57 0.49 1.88% |
Performance7 of 100
| Odds Of DistressLess than 18
|
Jacob Micro is trading at 26.57 as of the 24th of November 2024; that is 1.88 percent up since the beginning of the trading day. The fund's open price was 26.08. Jacob Micro has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Jacob Micro Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its assets in micro capitalization companies. Micro capitalization companies are defined as those companies with market capitalizations of less than or equal to 600 million or within the capitalization range of the Russell Micro Cap Growth Index at the time of purchase.. More on Jacob Micro Cap
Moving together with Jacob Mutual Fund
Jacob Mutual Fund Highlights
| Fund Concentration | Jacob Funds, Large Funds, Small Growth Funds, Small Growth, Jacob (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 5th of January 2023 |
| Fiscal Year End | August |
Jacob Micro Cap [JMIGX] is traded in USA and was established 24th of November 2024. Jacob Micro is listed under Jacob category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Jacob family. This fund currently has accumulated 26.49 M in assets under management (AUM) with minimum initial investment of 100 K. Jacob Micro Cap is currently producing year-to-date (YTD) return of 3.74%, while the total return for the last 3 years was -17.28%.
Check Jacob Micro Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jacob Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jacob Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jacob Micro Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jacob Micro Cap Mutual Fund Constituents
| ESPR | Esperion Therapeutics | Stock | Health Care | |
| ATEC | Alphatec Holdings | Stock | Health Care | |
| CTSO | Cytosorbents Crp | Stock | Health Care | |
| MITK | Mitek Systems | Stock | Information Technology | |
| ICAD | icad inc | Stock | Health Care | |
| IMMR | Immersion | Stock | Information Technology | |
| DMAC | DiaMedica Therapeutics | Stock | Health Care | |
| YEXT | Yext Inc | Stock | Information Technology |
Jacob Micro Cap Risk Profiles
| Mean Deviation | 1.09 | |||
| Semi Deviation | 1.25 | |||
| Standard Deviation | 1.35 | |||
| Variance | 1.82 |
Jacob Micro Against Markets
Other Information on Investing in Jacob Mutual Fund
Jacob Micro financial ratios help investors to determine whether Jacob 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 Jacob with respect to the benefits of owning Jacob Micro security.
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