| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
3
1
1
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#17 in Technology
U.S. News evaluated 52 Technology Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 2.56 percent over the past year, 10.22 percent over the past three years, 6.01 percent over the past five years, and 13.11 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.0% |
| 1 Year | 2.6% |
| 3 Years (Annualized) | 10.2% |
| 5 Years (Annualized) | 6.0% |
| 10 Years (Annualized) | 13.1% |
Summary
The investment seeks long-term growth of capital; current income is a secondary objective. The fund normally invests at least 80% of its assets in securities of Internet companies and companies in Internet-related industries. It primarily invests in common stocks and securities convertible into common stocks, but may invest up to 35% in fixed income or debt securities. The fund intends to hold some cash, short-term debt obligations, government securities or other high-quality investments for reserves to cover redemptions and unanticipated expenses, to seek income, or to maintain liquidity while seeking appropriate investments.
Fees
Fees are Low compared to funds in the same category.
Jacob Internet Fund has an expense ratio of 2.87 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
