Key stats
About Jacob Funds Inc. Jacob Forward ETF
Expense ratio
0.75%
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Inception date
Jul 13, 2021
JFWD seeks long-term capital growth by holding a broad group of US companies that pursue innovative and disruptive technologies through a forward-looking investment strategy. Using this strategy, the fund adviser looks for what it perceived to be strong, forward-looking management teams that can leverage innovative technology. Security selection is based on qualitative and quantitative assessment of companies fundamental prospects, particularly their potential to generate above-average growth rates. The fund may also gain foreign market exposure of up to 25% through the global operations of US companies, either by holding depositary receipts, US-listed foreign companies, or through direct investment. In all, JFWDs strategy is driven by the idea that early-stage, forward-thinking companies are likely to deliver above-average returns.
Classification
What's in the fund
Exposure type
Technology Services
Health Technology
Stock breakdown by region