JAMFX : Jacob Internet Investor Class

JAMFX is a Sector Equity Market Communication Services with HIGH fees.

JAMFX

Jacob Internet Investor Class

FI Score

14 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

0 /10

Market Size

3 /10

14% FI Score
  • jamfx
  • Mutual Fund
  • Sector Equity
  • Communication Services

Jacob Internet Investor Class

Expenses: 2.32% (Better than 0% of similar funds)

This is a bad choice for a Communication Services Sector Equity fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital; current income is a secondary objective. Under normal circumstances, at least 80% of its assets in securities of companies in Internet and Internet-related industries. It primarily invests in common stocks and securities convertible into common stocks, but may invest up to 35% in fixed income or debt securities. The advisor intends to hold some cash, short-term debt obligations, government securities or other high-quality investments for reserves to cover redemptions and unanticipated expenses, to seek income, or to maintain liquidity while seeking appropriate investments.

Largest Holdings

Amount Holding
8.58% Twilio Inc A
6.59% Alphabet Inc Class C
5.77% OptimizeRx Corp
5.59% Digital Turbine Inc
5.05% Square Inc A
4.83% Zillow Group Inc C
4.48% Twitter Inc
4.11% USA Technologies Inc
3.72% Immersion Corp
3.69% Yext Inc
3.68% SINA Corp
3.53% Alibaba Group Holding Ltd ADR
3.47% JOYY Inc ADR
3.22% Facebook Inc A
3.06% PowerFleet Inc
2.91% Yelp Inc Class A
2.71% PayPal Holdings Inc
2.71% CEVA Inc
2.59% Tabula Rasa HealthCare Inc
2.39% E*TRADE Financial Corp
2.20% First Internet Bancorp
2.18% SVMK Inc
1.95% DraftKings Inc Class A
1.86% MongoDB Inc Class A
1.64% SharpSpring Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo