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Jacob Fund Surges 7.3% Amid Small-Cap Rebound

6/30/2025

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Summary

Story summary

Ryan Jacob manages the Jacob Small Cap Growth Fund (JSCGX), emphasizing qualitative company attributes in investments.
In June, JSCGX achieved a 7.3% return, surpassing both the S&P 500 and small-cap ETFs over the past year.
Key holdings feature OptimizeRx, Alphatec, and Heron Therapeutics, primarily in technology, industrials, and healthcare.
Jacob asserts that small-cap stocks are undervalued and poised for a performance rebound.

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Story summary

Ryan Jacob manages the Jacob Small Cap Growth Fund (JSCGX), emphasizing qualitative company attributes in investments.
In June, JSCGX achieved a 7.3% return, surpassing both the S&P 500 and small-cap ETFs over the past year.
Key holdings feature OptimizeRx, Alphatec, and Heron Therapeutics, primarily in technology, industrials, and healthcare.
Jacob asserts that small-cap stocks are undervalued and poised for a performance rebound.