Jacob Internet Fund

Class Inv (JAMFX)
Scorecard
3 / 5 Stars
Lipper
3 2 1 1 4
Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
TheStreet.com
E+ (Sell)

U.S. News evaluated 50 Technology Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.93 percent over the past year, 10.24 percent over the past three years, 18.94 percent over the past five years, and 8.99 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 0.2%
1 Year 24.9%
3 Years (Annualized) 10.2%
5 Years (Annualized) 18.9%
10 Years (Annualized) 9.0%

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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 2.66 percent.

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Risk

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

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