Jacob
Small Cap Growth Fund

OVERVIEW

Ticker:
JSCGX
Investment Category:
Small Growth
Objective:
Long-term growth of capital.
Investment Minimums:
Initial minimum investment of $2500. For IRA, UGMA, 401(k), other retirement accounts, and accounts establishing an Automatic Investment Plan, the minimum investment is $1000.
Investment Strategy:
The Jacob Small Cap Growth Fund seeks to provide its investors with above average total returns from a broad group of small capitalization companies that are early in their development and that the Fund believes has significant growth potential. To achieve this goal, the Fund looks to own companies with, in their opinion, sustainable competitive advantages that may allow them to generate above average returns on capital over long periods of time. Furthermore, it strives to acquire the shares of these companies at reasonable prices. It is the Fund's goal that the financial rewards to the shareholder should reflect the company's strong economic performance.

 

The Fund invests in smaller companies, which involve additional risks, such as limited liquidity and greater volatility. Investments in foreign securities involve greater volatility and political, economic and currency risks, and differences in accounting methods.

Automatic Investment Plans do not assure a profit and do not protect against a loss in declining markets.