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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#164 in Small Growth
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 42.46 percent over the past year, and 9.27 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||8.7%|
|3 Years (Annualized)||9.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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.
Fees are High compared to funds in the same category.
Jacob Small Cap Growth Fund has an expense ratio of 2.47 percent.
Risk is High compared to funds in the same category according to Morningstar.