JFWD – Jacob Forward ETF – ETF Stock Quote | Morningstar

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Will JFWD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JFWD’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the JFWD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of JFWD’s parent organization’s priorities and whether they’re in line with investors’ interests.

Jacob Forward ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Sep 30, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 51.4

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Harrow Inc	8.06	182,538	Healthcare
CareDx Inc	7.35	166,523	Healthcare
DraftKings Inc Ordinary Shares - Class A	4.99	113,014	Consumer Cyclical
Inspired Entertainment Inc	4.78	108,190	Consumer Cyclical
Zillow Group Inc Class C	4.77	108,098	Communication Services
Doximity Inc Class A	4.74	107,313	Healthcare
PowerFleet Inc	4.43	100,305	Technology
Heron Therapeutics Inc	4.34	98,216	Healthcare
Block Inc Class A	4.04	91,364	Technology
MongoDB Inc Class A	3.90	88,404	Technology

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