Jacob
Wisdom Fund

OVERVIEW

Ticker:
JWSFX
Investment Category:
Large Blend
Objective:
To maximize total investment return consisting of a combination of income and capital appreciation.
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 Wisdom Fund seeks to provide its investors with above average total returns with a relatively modest level of risk from a diversified group of, in the Fund's belief, high-quality common stocks. 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. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Diversification does not assure a profit or protect against loss in a declining market.

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