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Jacob Forward ETF JFWD

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.

Jacob Forward ETF's Average People Pillar and Process 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 lowest fee quintile among peers.

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Portfolio Holdings JFWD

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 50.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Harrow Inc

6.45 174,494
Healthcare

Esperion Therapeutics Inc

5.98 161,905
Healthcare

DraftKings Inc Ordinary Shares - Class A

5.74 155,425
Consumer Cyclical

Alphatec Holdings Inc

4.98 134,699
Healthcare

Inspired Entertainment Inc

4.90 132,671
Consumer Cyclical

TELA Bio Inc Ordinary Shares

4.61 124,811
Healthcare

Heron Therapeutics Inc

4.48 121,192
Healthcare

Doximity Inc Class A

4.47 120,828
Healthcare

OptimizeRx Corp

4.36 117,988
Healthcare

CareDx Inc

4.35 117,771
Healthcare