Jacob Small is trading at 31.16 as of the 8th of January 2026; that is 0.29 percent up since the beginning of the trading day. The fund's open price was 31.07. Jacob Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 9th of November 2025 and ending today, the 8th of January 2026. 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
Jacob Small Cap [JSIGX] is traded in USA and was established 8th of January 2026. 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 12.37 M in assets under management (AUM) with minimum initial investment of 1000 K. Jacob Small Cap is currently producing year-to-date (YTD) return of 17.72%, while the total return for the last 3 years was 9.67%.
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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 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.
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.