Portfolio management turnover has been minimal at the firm over the past five years. Long-term stability indicates a strong investment culture. On average, Jacob's longest-tenured strategy managers have 20 years of tenure. This level of experience should give investors confidence in the group's ability to handle turbulent market conditions. The Jacob roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as seen in its average three-year Morningstar Rating of 1.0 stars.
In a competitive industry, Jacob does n't differentiate itself enough, leading to an Average Parent Pillar rating.