JSCGX – Jacob Small Cap Growth Investor Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal circumstances, at least 80% of its assets in small capitalization companies. Small capitalization companies are defined as those companies with market capitalizations (share price multiplied by number of shares outstanding) within the capitalization range of the Russell 2000® Growth Index at the time of purchase. The Adviser manages the fund's portfolio in an aggressive growth style. It will not invest more than 25% of the fund's net assets directly in foreign companies.

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
JSCGX	Jacob Small Cap Growth Fund Investor Class shares	No Load	Open			Feb 1, 2010	$3.35M	3.220%	High	$2,500	−$901,246.38
JSIGX	Jacob Small Cap Growth Fund Institutional Class shares	Institutional	Open			Nov 12, 2012	$4.57M	2.960%	High	$100,000	−$677,767.45

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