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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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

A middling People rating and a subpar Parent Pillar limit Jacob Forward ETF to a Morningstar Medalist Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings JFWD

More JFWD Holdings
  • Current Portfolio Date May 25, 2023
  • Equity Holdings 33
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 53.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MongoDB Inc Class A

7.33
201,146
Technology

Alphatec Holdings Inc

6.29
172,384
Healthcare

Krystal Biotech Inc

6.20
169,981
Healthcare

Cloudflare Inc

6.12
167,765
Technology

DraftKings Inc Ordinary Shares - Class A

5.65
154,956
Consumer Cyclical

Doximity Inc Class A

4.52
123,833
Healthcare

Twilio Inc Class A

4.51
123,773
Communication Services

OptimizeRx Corp

4.36
119,681
Healthcare

Zillow Group Inc Class C

4.36
119,566
Communication Services

Block Inc Class A

3.94
108,163
Technology