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Jacob Discovery Fd Instl JMIGX

Quantitative rating as of
NAV / 1-Day Return
22.32  /  0.27 %
Total Assets
27.9 Mil
Adj. Expense Ratio
1.800%
Expense Ratio
1.750%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Small Growth
Investment Style
Small Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.77%
Turnover
32%

Morningstar’s Analysis JMIGX

Will JMIGX outperform in future?

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

Summary

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A middling People rating and a subpar Parent Pillar limit Jacob Discovery Fd Instl to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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