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Morningstar

Jacob Forward ETF JFWD

Morningstar Medalist Rating
Medalist Rating as of | See Jacob Investment Hub

Morningstar’s Analysis JFWD

Will JFWD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JFWD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JFWD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JFWD’s parent organization’s priorities and whether they’re in line with investors’ interests.

Jacob Forward ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JFWD

More JFWD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Porch Group Inc Ordinary Shares - Class A

6.52 184,576
Technology

Alphatec Holdings Inc

5.62 159,056
Healthcare

DraftKings Inc Ordinary Shares - Class A

5.45 154,090
Consumer Cyclical

Inspired Entertainment Inc

4.62 130,585
Consumer Cyclical

Heron Therapeutics Inc

4.61 130,409
Healthcare

Doximity Inc Class A

4.19 118,496
Healthcare

Block Inc Class A

4.14 117,066
Technology

Harrow Inc

3.95 111,703
Healthcare

OptimizeRx Corp

3.85 108,916
Healthcare

TELA Bio Inc Ordinary Shares

3.84 108,574
Healthcare