2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.55 percent over the past year, 10.26 percent over the past three years, 22.49 percent over the past five years, and 6.70 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||22.5%|
|10 Years (Annualized)||6.7%|
The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its assets in micro capitalization companies. Micro capitalization companies are defined as those companies with market capitalizations (share price multiplied by number of shares outstanding) of (1) less than or equal to $600 million; or (2) within the capitalization range of the Russell Micro Cap® Growth Index at the time of purchase. The Adviser will not invest more than 25% of the fund's net assets directly in foreign companies.
Fees are Above Average compared to funds in the same category.
Jacob Micro Cap Growth Fund has an expense ratio of 2.28 percent.
Risk is High compared to funds in the same category according to Morningstar.