Jacob Small Mutual Fund Money Managers
| JSCGX Fund | USD 17.14 0.16 0.94% |
Break down of Jacob Small's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Jacob Small's future under-performance.
| Ryan Jacob Executive Fund Manager |
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Jacob |
Jacob Small Net Asset Comparison
Jacob Small Cap is rated third overall fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Growth category is currently estimated at about 601.57 Million. Jacob Small claims roughly 7.86 Million in net asset contributing just under 2% to funds listed under Small Growth category.
Jacob Small Cap Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Jacob Small Cap Price Series Summation is a cross summation of Jacob Small price series and its benchmark/peer.
Jacob Small Stakeholder
| Ryan Jacob | Fund Manager | Profile |
About Jacob Small Management Performance
The success or failure of an entity such as Jacob Small Cap often depends on how effective the management is. Jacob Small management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Jacob management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Jacob management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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. The Adviser manages the funds portfolio in an aggressive growth style. It will not invest more than 25 percent of the funds net assets directly in foreign companies.
Please note that past performance is not an indicator of the future performance of Jacob Small, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Jacob Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Jacob Small Cap information on this page should be used as a complementary analysis to other Jacob Small's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.