Jacob Small Cap Fund Quote

JSIGX Fund  USD 24.30  0.05  0.21%   

Performance

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Odds Of Distress

Low

 
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Low
Jacob Small is trading at 24.30 as of the 27th of July 2025; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 24.25. Jacob Small has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 28th of April 2025 and ending today, the 27th of July 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of its assets in small capitalization companies. Small capitalization companies are defined as those companies with market capitalizations within the capitalization range of the Russell 2000 Growth Index at the time of purchase. More on Jacob Small Cap

Moving together with Jacob Mutual Fund

  0.65JAMFX Jacob InternetPairCorr
  1.0JSCGX Jacob Small CapPairCorr
  0.61JMCGX Jacob Micro Cap Steady GrowthPairCorr
  0.61JMIGX Jacob Micro Cap Steady GrowthPairCorr
  0.67VSGAX Vanguard Small CapPairCorr

Jacob Mutual Fund Highlights

Fund ConcentrationJacob Funds, Large Funds, Small Growth Funds, Small Growth, Jacob (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date5th of January 2023
Fiscal Year EndAugust
Jacob Small Cap [JSIGX] is traded in USA and was established 27th of July 2025. Jacob Small is listed under Jacob category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Jacob family. This fund currently has accumulated 7.86 M in assets under management (AUM) with minimum initial investment of 1000 K. Jacob Small Cap is currently producing year-to-date (YTD) return of 10.53%, while the total return for the last 3 years was 12.72%.
Check Jacob Small Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jacob Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jacob Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jacob Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Jacob Small Cap Mutual Fund Constituents

HROWHarrow HealthStockHealth Care
ASPNAspen AerogelsStockEnergy
ATECAlphatec HoldingsStockHealth Care
REIRing EnergyStockEnergy
IMMRImmersionStockInformation Technology
ERIIEnergy RecoveryStockIndustrials
RFLRafael Holdings,StockReal Estate
MTZMasTec IncStockIndustrials
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Jacob Small Cap Risk Profiles

Jacob Small Against Markets

Other Information on Investing in Jacob Mutual Fund

Jacob Small financial ratios help investors to determine whether Jacob Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jacob with respect to the benefits of owning Jacob Small security.
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals