Please visit the Jacob Funds' website to learn more about Jacob Asset Management's portfolio managers, investment philosophy, and disciplined research process. Our investment team is frequently quoted in the press for their insights. 

We invite you to read more of our press coverage on our mutual fund site. 

JPMorgan Is Boosting Its Active ETFs With a $10 Billion Mutual Fund Switch

Tech investor Ryan Jacob’s recently launched Jacob Forward ETF joins a list of new ETFs in the booming industry.

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  • Date Wednesday, 11 August 2021

NYSE: What's the Fund?

Ryan Jacob, CIO at Jacob Funds and Portfolio Manager of the Jacob Forward ETF, discusses JFWD with NYSE's Judy Shaw.


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  • Date Friday, 27 August 2021

Superstar Fund Managers Are Launching ETFs. Are They Worth the Price?

Bloomberg names Ryan Jacob as a fund manager with a strong history of performance, highlighting his newly launched Jacob Forward ETF (JFWD) as an actively managed ETF to watch

Additional Info

  • Date Friday, 06 August 2021

The Drill Down: Omeros Corporation, Del Taco, Crocs, MarineMax

Darren Chervitz speaks with The Drill Down podcast on Omeros (OMER), a biotechnology company with much potential due to its drug, Narsoplimab, that is being reviewed by the FDA for approval in HSCT-TMA indication. He also discusses the potential for Narsoplimab to prevent the worst results stemming from COVID-19.

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  • Date Thursday, 22 July 2021

ARKK Competitor ETF Debuts

Ryan Jacob has launched the Jacob Forward ETF (JFWD), which borrows from the active strategies employed by Jacob’s current mutual funds, including the Jacob Internet Fund (JAMFX). As a competitor to the ARK Innovation ETF (ARKK), the Jacob Forward ETF brings a unique quality in that Jacob’s funds have a history of performance over multiple financial crises. To see a comparison of these funds, click here.

Additional Info

  • Date Friday, 16 July 2021

Jacob Asset Management Launches Its First ETF

On July 13, 2021, Jacob Asset Management launched the Jacob Forward ETF (JFWD), which primarily focuses on healthcare and technology companies with significant competitive advantages and superior, lasting growth. CEO Ryan Jacob highlights how Jacob Asset Management thrives on investing in dynamic companies with enduring franchise value and disruptive leaders with game-changing ideas to introduce innovation to the economy while delivering growth for investors.

Additional Info

  • Date Wednesday, 14 July 2021
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Opinions expressed as those of the author or fund manager, are subject to change, are not guaranteed and should not be considered recommendations to buy or sell any security and should not be considered investment advice.

Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted.

There are risks inherent in investing in the Internet area, particularly with respect to smaller capitalized companies and the high volatility of internet stocks. Small- and Medium-capitalization companies tend to have limited liquidity and greater price volatility than large-capitalization companies. Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods. The Internet Fund may invest in debt securities which typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investments in micro-capitalization companies may involve greater risks, as these companies ten to have limited product lines, markets and financial or managerial resources. Microcap stocks often also have a more limited trading market, such that the Adviser may not be able to sell stocks at an optimal time or price. In addition, less frequently-traded securities may be subject to more abrupt price movements than securities of larger capitalized companies. The Small Cap Growth Fund invests in smaller companies, which involve additional risks, such as limited liquidity and greater volatility.

Short-term performance may often reflect conditions that are likely not sustainable, and thus such performance may not be repeated in the future. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than original cost. Returns less than one year are not annualized. For current standard performance, holdings and expenses, click here
*Barron's article "Fund Manager Ryan Jacob Takes On Cathie Wood's Ark Funds with New ETF", July 13, 2021, comparison two ARK Funds to the Jacob Forward ETF. To see a comparison of these funds, please click here.