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Jacob Small Cap Growth Investor (JSCGX)

18.90 Up 0.26(1.39%) Aug 29
Prev Close:18.64
YTD Return*:-3.01%
Net Assets*:16.10M
Yield*:N/A

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for JSCGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
LOGM5.1618.93
PVA4.9133.51
EJ3.92-24.40
CRZO3.6135.96
SHOO3.54-13.75

Fund Basics

Morningstar Overall Rating:
Total Assets:16.1M
Category:Small Growth
Annual Report Expense Ratio (net):2.47%

Performance & Risk

YTD Return:-3.01%
5y Avg Return:N/A
Rank in Category (ytd):31
% Rank in Category (ytd):4.21%
Beta (3y):1.55
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in small capitalization companies. Small capitalization companies are defined as those companies with market capitalizations (share price multiplied by number of shares outstanding) within the capitalization range of the Russell 2000® Growth Index at the time of purchase. The Adviser manages the fund's portfolio in an aggressive growth style. It will not invest more than 25% of the fund's net assets directly in foreign companies. View More
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