Jacob Micro is trading at 27.33 as of the 26th of August 2025; that is 2.01 percent down since the beginning of the trading day. The fund's open price was 27.89. Jacob Micro has less than a 17 % 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 May 2025 and ending today, the 26th of August 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its assets in micro capitalization companies. Micro capitalization companies are defined as those companies with market capitalizations of less than or equal to 600 million or within the capitalization range of the Russell Micro Cap Growth Index at the time of purchase.. More on Jacob Micro Cap
Jacob Micro Cap [JMCGX] is traded in USA and was established 26th of August 2025. Jacob Micro is listed under Jacob category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Jacob family. This fund currently has accumulated 26.49 M in assets under management (AUM) with no minimum investment requirementsJacob Micro Cap is currently producing year-to-date (YTD) return of 2.68%, while the total return for the last 3 years was 4.55%.
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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 Micro 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.
Other Information on Investing in Jacob Mutual Fund
Jacob Micro 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 Micro security.
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