Jacob Micro is trading at 33.05 as of the 26th of February 2026; that is 0.85 percent up since the beginning of the trading day. The fund's open price was 32.77. Jacob Micro has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of November 2025 and ending today, the 26th of February 2026. 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
Jacob Micro Cap [JMIGX] is traded in USA and was established 26th of February 2026. Jacob Micro is listed under Jacob category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Jacob family. This fund currently has accumulated 17.5 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 0.28% with the current yeild of 0.01%, while the total return for the last 3 years was 9.41%.
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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.
The fund generated returns of -7.0% over the last ten years. Jacob Micro Cap retains about 15.12% of assets under management (AUM) in cash. Large To learn more about Jacob Micro Cap call the company at 888-522-6239.
Jacob Micro Cap Investment Alerts
Jacob Micro Cap generated a negative expected return over the last 90 days
Jacob Micro issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Jacob Micro Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Jacob bonds can be classified according to their maturity, which is the date when Jacob Micro Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Jacob Micro intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Jacob Micro mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Jacob Micro's time-series forecasting models are one of many Jacob Micro'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 Jacob Micro'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.
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.