Jacob Small Cap Fund Quote
| JSCGX Fund | USD 21.03 0.22 1.06% |
Performance9 of 100
| Odds Of DistressLess than 18
|
Jacob Small is trading at 21.03 as of the 27th of November 2024; that is 1.06 percent up since the beginning of the trading day. The fund's open price was 20.81. Jacob Small 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 Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of September 2024 and ending today, the 27th of November 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of its assets in small capitalization companies. Small capitalization companies are defined as those companies with market capitalizations within the capitalization range of the Russell 2000 Growth Index at the time of purchase. More on Jacob Small 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 Small Cap [JSCGX] is traded in USA and was established 27th of November 2024. Jacob Small 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 7.86 M in assets under management (AUM) with no minimum investment requirementsJacob Small Cap is currently producing year-to-date (YTD) return of 14.86%, while the total return for the last 3 years was -15.27%.
Check Jacob Small 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 Small 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 Small Cap Mutual Fund Constituents
| MITK | Mitek Systems | Stock | Information Technology | |
| TLYS | Tillys Inc | Stock | Consumer Discretionary | |
| YEXT | Yext Inc | Stock | Information Technology | |
| ICAD | icad inc | Stock | Health Care | |
| ESPR | Esperion Therapeutics | Stock | Health Care | |
| APPS | Digital Turbine | Stock | Information Technology | |
| MTZ | MasTec Inc | Stock | Industrials | |
| YELP | Yelp Inc | Stock | Communication Services |
Jacob Small Cap Risk Profiles
| Mean Deviation | 1.45 | |||
| Semi Deviation | 1.68 | |||
| Standard Deviation | 1.86 | |||
| Variance | 3.44 |
Jacob Small Against Markets
Other Information on Investing in Jacob Mutual Fund
Jacob Small 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 Small security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |