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JFWD Stock Price, Chart, Stats & News

Jacob Forward ETF
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Small Growth
Category
0.00%
Dividend yield
0.75%
Expense ratio
2.26M
Assets
15.81%
1Y return

JFWD chart

1M
3M
1Y
5Y
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JFWD returns

YTD
14.64%
1Y
15.81%
3Y
-14.00%
5Y
0.00%
10Y
0.00%
1Y volatility35.48%
3Y volatility37.61%
Sharpe ratio-0.29

About

Managed with the aim of achieving its investment goals, this fund primarily allocates capital to common shares and various other equity instruments from companies of all sizes. Its core holdings largely consist of ordinary stocks, though it may also invest in other equity-linked securities like preferred shares, subscription rights, or warrants. The portfolio has the potential for significant concentration in the information technology sector.

Top 10 JFWD holdings

HoldingOwnership
Health care
6.12%
Health care
5.77%
Technology
5.56%
Health care
5.33%
Technology
5.23%
Communication Services
4.25%
Technology
4.21%
Health care
4.16%
Technology
4.16%
Health care
4.11%

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