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Jacob Small Cap Growth Fund (JSCGX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

Under normal circumstances, at least 80% of its assets in small capitalization companies. Small capitalization companies are defined as those companies with market capitalizations (share price multiplied by number of shares outstanding) within the capitalization range of the Russell 2000 Growth Index at the time of purchase. The Adviser manages the fund's portfolio in an aggressive growth style. It will not invest more than 25% of the fund's net assets directly in foreign companies.

Looking to diversify beyond JSCGX? The mutual funds below have the lowest correlation with JSCGX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from JSCGX.

Best Diversifiers for JSCGX

0 mutual funds have low correlation with JSCGX (below 0.3), 0 of which are negatively correlated. The least correlated is Needham Aggressive Growth Fund Institutional Class (NEAIX) (Small Cap Growth Equities) with a 1Y correlation of 0.58, down from 0.72 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
NEAIX
Needham Aggressive Growth Fund Institutional Class0.580.680.72
93
Small Cap Growth EquitiesJSCGX vs NEAIX
NEAGX
Needham Aggressive Growth Fund0.580.680.72
93
Small Cap Growth EquitiesJSCGX vs NEAGX
NESIX
Needham Small Cap Growth Fund Institutional0.600.720.78
95
Small Cap Growth EquitiesJSCGX vs NESIX
NESGX
Needham Small Cap Growth Fund0.600.720.78
95
Small Cap Growth EquitiesJSCGX vs NESGX
OBMCX
Oberweis Micro Cap Fund0.600.740.78
91
Small Cap Growth EquitiesJSCGX vs OBMCX
See all 15 diversifiers for JSCGX

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