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James Advantage Funds
1.800.99.JAMES (1-800-995-2637)
 
Barrons: 5 Stock Picks From a Play It Safe Balanced Fund
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Economic Outlook 2014
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Energizing the Economy
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Balanced: Golden Rainbow

The James Balanced: Golden Rainbow Fund seeks to provide total return through a combination of growth and income and preservation of capital in declining markets.
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Fund Details

MORNINGSTAR
AS OF 09/30/2014
OUT OF 573
Consv. Alloc.
Asset Allocation As Of: 09/30/2014

Fund Information

Ticker:
As Of:
Price / Share:
$ Change:
% Change:
GLRBX
10/23/14
$25.00
+0.12
+0.48
Total % Return Data as of:
09/30/2014
09/30/2014
09/30/2014
09/30/2014
10/23/2014
Total % Return Average Annual as of 09/30/2014
Ticker Inception Date Expense Ratio YTD 1 Mo 3 Mo 6 Mo 1 Yr 3 Yr 5 Yr 10 Yr S.I.
GLRBX 07/01/1991 1.07 4.80 -2.54 -1.11 2.18 10.21 10.71 9.08 7.62 8.37
GLRIX 03/02/2009 0.82 5.00 -2.54 -1.02 2.33 10.48 10.99 9.36 - 12.32
Total % Return Data as of:
09/30/2014
09/30/2014
09/30/2014
09/30/2014
10/23/2014
Total % Return Average Annual as of 09/30/2014
Ticker Inception Date Expense Ratio YTD 1 Mo 3 Mo 6 Mo 1 Yr 3 Yr 5 Yr 10 Yr S.I.
GLRBX 07/01/1991 1.07 4.80 -2.54 -1.11 2.18 10.21 10.71 9.08 7.62 8.37
GLRIX 03/02/2009 0.82 5.00 -2.54 -1.02 2.33 10.48 10.99 9.36 - 12.32

Market Views

National Press / News

  • National Recognition from CNBC, BusinessWeek, Barrons, SmartMoney, The Wall Street Journal
  • View CNBC interviews with Barry James and other Team members
  • Access articles and press features on the James Advantage Funds
  • James Proxy Statement - October 3, 2014

Economic Outlook 2014

Economic Outlook Economic Outlook Economic Outlook
  • Annual Outlook from Fund Advisor
  • Provides recommendation for Investors
  • Forecast for Economy, Bonds, Stocks and International
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