Jacob Wisdom Fund

Class Inv (JWSFX)
Scorecard
2 / 5 Stars
Lipper
1 1 5 3 3
Zacks Investment Research
---
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Jacob funds

See full Large Blend rankings

See more fund rankings

Performance

The fund has returned 15.17 percent over the past year, and 11.29 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 2.9%
1 Year 15.2%
3 Years (Annualized) 11.3%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more JWSFX performance

Summary

The investment seeks to maximize total investment return consisting of a combination of income and capital appreciation. The fund seeks to achieve its investment objective by investing primarily in equity securities of U.S. companies of any size. It may gain exposure to foreign markets through the global operations of U.S. companies, or through direct investment in foreign companies. The Adviser will not invest more than 25% of the fund's net assets directly in foreign companies. The fund may, to a lesser extent, invest in investment grade fixed income or debt securities to seek income.

Fees

Fees are High compared to funds in the same category.
Jacob Wisdom Fund has an expense ratio of 1.95 percent.

See more JWSFX fees

Risk

Risk is Low compared to funds in the same category according to Morningstar.

See more JWSFX risk