JFWD Profile
The Jacob Forward ETF is an actively managed investment vehicle designed to achieve its investment objective by focusing on a diverse array of common stocks and other equity securities. The fund's strategy involves maintaining a portfolio primarily composed of common stocks, but it also has the flexibility to invest in additional equity securities such as preferred stocks, rights, and warrants. This approach allows the fund to tap into a broad spectrum of investment opportunities across various market segments.
One notable characteristic of the Jacob Forward ETF is its significant exposure to the information technology sector. This focus reflects the manager's belief in the growth potential and innovation driven by technology companies. By concentrating investments in this sector, the fund aims to capitalize on the advancements and opportunities within technology, which has historically demonstrated substantial growth and development.
The fund's investment strategy is inclusive of companies across all stages of development, including those in their early stages. This approach provides investors with access to emerging companies that have the potential for high growth, albeit with higher risk. The broad investment scope and inclusion of early-stage companies reflect the fund's commitment to seeking substantial returns through diverse and dynamic market opportunities.
Managed with an active investment strategy, the Jacob Forward ETF is designed to appeal to investors seeking exposure to a wide range of equity securities with an emphasis on technological innovation and early-stage growth potential. The fund's non-diversified nature means it does not concentrate its investments in a specific sector or group of securities, offering a broad exposure that can adapt to changing market conditions and opportunities.
|
