JMIGX – Jacob Discovery Fd Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its assets in micro capitalization companies. Micro capitalization companies are defined as those companies with market capitalizations (share price multiplied by number of shares outstanding) of (1) less than or equal to $600 million; or (2) within the capitalization range of the Russell Micro Cap® Growth Index at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JMIGX	Jacob Discovery Fund Institutional Class shares	Institutional	Open			Dec 31, 1997	$8.48M	2.000%	High	$100,000	−$1.25M
JMCGX	Jacob Discovery Fund Investor Class shares	Retirement, Medium	Open			May 1, 2001	$5.46M	2.300%	High	$2,500	−$2.22M

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