The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
Jacob Forward ETF JFWD
Morningstar’s Analysis JFWD
Will JFWD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Harrow Inc | 6.80 | 171,863 | Healthcare |
CareDx Inc | 5.77 | 145,903 | Healthcare |
Esperion Therapeutics Inc | 5.10 | 128,955 | Healthcare |
Alphatec Holdings Inc | 4.91 | 124,190 | Healthcare |
DraftKings Inc Ordinary Shares - Class A | 4.66 | 117,859 | Consumer Cyclical |
MongoDB Inc Class A | 4.33 | 109,423 | Technology |
Inspired Entertainment Inc | 4.29 | 108,393 | Consumer Cyclical |
Doximity Inc Class A | 4.24 | 107,205 | Healthcare |
Heron Therapeutics Inc | 4.08 | 103,103 | Healthcare |
OptimizeRx Corp | 4.06 | 102,592 | Healthcare |