Jacob Small Cap Growth Fund Investor Class Shares (JSCGX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.90: the stock has moved about 90% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerJacob Small Cap Growth Fund Investor Class Shares (JSCGX) trades at $23.70. Jacob Small Cap Growth Fund Investor Class Shares (JSCGX) focuses on investing in small capitalization companies, primarily within the Russell 2000® Growth Index. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for JSCGX: JSCGX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Jacob Small Cap Growth Fund Investor Class Shares (JSCGX) Financial Services Profile
Jacob Small Cap Growth Fund Investor Class Shares (JSCGX) is an asset management fund focusing on small-cap growth companies within the Russell 2000® Growth Index. It employs an aggressive growth strategy while limiting foreign investments, distinguishing itself through its specific focus and investment approach in the financial services sector.
What Is the Investment Thesis for JSCGX?
JSCGX presents a focused investment in small-cap growth companies, primarily within the Russell 2000® Growth Index. With a beta of 1.90, the fund demonstrates higher volatility compared to the market, aligning with its aggressive growth strategy. The fund's value driver is its ability to identify and capitalize on high-growth potential within the small-cap sector. Upcoming catalysts include the potential for increased small-cap valuations driven by economic recovery and investor sentiment shifts. However, potential risks include market volatility impacting small-cap stocks disproportionately and the fund's concentrated investment approach leading to increased exposure to specific company or sector risks. The absence of a dividend yield may deter income-seeking investors, but the focus remains on capital appreciation through growth.
Based on FMP financials and quantitative analysis
JSCGX Key Highlights
Focus on small-cap companies within the Russell 2000® Growth Index, providing targeted exposure to this market segment.
- Aggressive growth investment style aimed at maximizing capital appreciation.
- Flexibility to invest up to 25% of net assets in foreign companies for diversification.
- Market capitalization of $0.01B, indicating a relatively small fund size.
- Beta of 1.90, suggesting higher volatility compared to the broader market.
Who Are JSCGX's Competitors?
JSCGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CUSRX Cullen Small Cap Value Fund Retail Class | $13.49 | +0.75% | $9.28M | — |
| EBUF Innovator Emerging Markets 10 Buffer ETF | $31.88 | +0.50% | $13.4M | — |
| GWILX Glenmede Women in Leadership US Eq | $8.73 | +0.58% | $5.38M | — |
| NVDB ProShares - Ultra NVDA | $35.69 | +2.65% | $11.0M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
| BAM Brookfield Asset Management | $44.85 | +0.65% | $71.6B | 58 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are JSCGX's Key Strengths?
Focus on small-cap growth companies.
- Aggressive growth investment style.
- Flexibility to invest in foreign companies.
- Experienced investment management team.
What Are JSCGX's Weaknesses?
High beta indicates higher volatility.
- Small market capitalization may limit liquidity.
- Dependence on the performance of the Russell 2000® Growth Index.
- No dividend yield may deter income-seeking investors.
What Are the Key Risks for JSCGX?
Market volatility impacting small-cap stocks disproportionately.
- Fund's concentrated investment approach leading to increased exposure to specific company or sector risks.
- Dependence on the performance of the Russell 2000® Growth Index.
- Economic downturn affecting small business growth.
What Are JSCGX's Competitive Advantages?
- Established investment process focused on small-cap growth.
- Expertise in identifying and analyzing high-growth potential companies.
- Track record of delivering competitive returns within the small-cap sector.
What Does JSCGX Do?
Jacob Small Cap Growth Fund Investor Class Shares (JSCGX) is a financial services entity specializing in asset management, with a particular emphasis on small capitalization companies. The fund operates under the principle of investing at least 80% of its assets in companies that fall within the market capitalization range of the Russell 2000® Growth Index at the time of purchase. This strategy is designed to capture the growth potential of smaller, emerging companies. JSCGX was established to provide investors with exposure to this segment of the market, leveraging an aggressive growth investment style to maximize returns. The fund's investment approach is actively managed, with the adviser making strategic decisions on asset allocation and stock selection. While primarily focused on domestic small-cap companies, JSCGX retains the flexibility to invest up to 25% of its net assets directly in foreign companies, allowing for diversification and access to international growth opportunities. This blend of domestic and international investments is intended to balance risk and enhance overall portfolio performance. JSCGX aims to deliver long-term capital appreciation by identifying and investing in companies with strong growth prospects within the small-cap universe. The fund's investment decisions are guided by thorough research and analysis, with a focus on companies that exhibit promising growth characteristics and the potential for significant value creation.
What Products and Services Does JSCGX Offer?
- Invests primarily in small capitalization companies.
- Focuses on companies within the market capitalization range of the Russell 2000® Growth Index.
- Employs an aggressive growth investment style.
- Manages a portfolio of domestic and international stocks.
- Aims to achieve long-term capital appreciation.
- Conducts research and analysis to identify promising growth companies.
How Does JSCGX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to increase AUM by attracting new investors and achieving strong investment performance.
- Manages expenses related to research, operations, and marketing.
What Industry Does JSCGX Operate In?
JSCGX operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. JSCGX's focus on small-cap growth companies positions it within a niche segment of the market, where opportunities for high growth exist but also come with increased risk. Competitors include other asset management firms offering small-cap growth funds, such as CUSRX, EBUF, GWILX, ICOI, and NVDB. The fund's performance is closely tied to the performance of the Russell 2000® Growth Index and the overall health of the small-cap market.
Who Are JSCGX's Key Customers?
- Individual investors seeking exposure to small-cap growth stocks.
- Institutional investors looking for specialized investment strategies.
- Financial advisors seeking to diversify client portfolios.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
JSCGX Financials
Bull Case vs Bear Case
Bull Case
- Focus on small-cap growth companies.
- Aggressive growth investment style.
- Flexibility to invest in foreign companies.
- Experienced investment management team.
Bear Case
- High beta indicates higher volatility.
- Small market capitalization may limit liquidity.
- Dependence on the performance of the Russell 2000® Growth Index.
- No dividend yield may deter income-seeking investors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
JSCGX Latest News
No recent news available for JSCGX.
JSCGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for JSCGX.
Price Targets
Wall Street price target analysis for JSCGX.
JSCGX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for JSCGX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Jacob Small Cap Growth Fund Investor Class Shares (JSCGX) — Financials
How sensitive is JSCGX to interest rate changes?
JSCGX's sensitivity to interest rate changes is indirect but significant. As an asset management fund investing in small-cap growth companies, its portfolio companies are sensitive to interest rate changes. This, in turn, can negatively affect the fund's performance.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Competitor information relies on FMP peer tickers and may not be exhaustive.