Jacob Small Cap Fund Bond Positions Weight
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Jacob Small's long-term financial health and intrinsic value.
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Jacob Small Cap Mutual Fund Bond Positions Weight Analysis
Jacob Small's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Jacob Small Cap has a Bond Positions Weight of 0.0%. This indicator is about the same for the Jacob average (which is currently at 0.0) family and about the same as Small Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Jacob Small
The fund invests 99.82% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.18%) .Asset allocation divides Jacob Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Jacob Fundamentals
| Price To Earning | 41.06 X | ||||
| Price To Book | 1.84 X | ||||
| Price To Sales | 1.54 X | ||||
| Total Asset | 3.25 M | ||||
| Year To Date Return | 8.95 % | ||||
| One Year Return | 23.13 % | ||||
| Three Year Return | 12.92 % | ||||
| Five Year Return | 2.83 % | ||||
| Ten Year Return | 8.36 % | ||||
| Net Asset | 7.86 M | ||||
| Cash Position Weight | 0.18 % | ||||
| Equity Positions Weight | 99.82 % |
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When running Jacob Small's price analysis, check to measure Jacob Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Jacob Small is operating at the current time. Most of Jacob Small's value examination focuses on studying past and present price action to predict the probability of Jacob Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Jacob Small's price. Additionally, you may evaluate how the addition of Jacob Small to your portfolios can decrease your overall portfolio volatility.
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