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James Advantage Funds
1.800.99.JAMES (1-800-995-2637)

Our Funds

 

Balanced: Golden Rainbow

Ticker: GLRBX
Inception Date: July 1, 1991
Cusip: 470259102
Ticker: GLRIX
Inception Date: March 2, 2009
Cusip: 470259821
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.

The investment objective of the Golden Rainbow Fund is to provide total return through a combination of growth and income, and in declining markets preservation of capital. The Fund will normally hold both common stock and debt securities at all times with the mix being determined by James' assessment of overall market risk.

Mid Cap

Ticker: JAMDX
Inception Date: June 30, 2006
Cusip: 470259839
If you seek an investment in the mid cap arena consider the James Mid Cap Fund for at least a portion of your portfolio. The Fund invests primarily in common stocks of mid capitalization companies. Mid capitalization companies are defined as companies with market capitalizations at the time of purchase of $1 billion to $8 billion.

Small Cap

Ticker: JASCX
Inception Date: October 2, 1998
Cusip: 470259508
If you're looking for potential for higher returns that smaller stocks have historically provided, consider the James Small Cap Fund for at least a portion of your portfolio. "Small cap" refers to small capitalization - what is generally defined as companies with $500 million to $2 billion in market capitalization.

The investment objective of the James Small Cap Fund is to provide long-term capital appreciation.

Micro Cap

Ticker: JMCRX
Inception Date: July 1, 2010
Cusip: 470259813
If you're looking for potential for higher returns, consider the James Micro Cap Fund for at least a portion of your portfolio. Micro capitalization companies are defined as those companies with market capitalizations at the time of purchase no larger than $250 million.

Long-Short

Ticker: JAZZX
Inception Date: May 23, 2011
Cusip: 470259797
James Long-Short Fund seeks to provide long-term capital appreciation.

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You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-800-995-2637 or click here to view or download a prospectus online.

Mid, Small and Micro Cap investing involve greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat. Fund holdings and sector weightings are subject to change without notice. Past performance is no guarantee of future results.
© 2014 James Advantage Funds

James Advantage Funds are offered only to US citizens and residents and any information on the website is intended solely for that purpose. Nothing on this web site should be considered a solicitation to buy or an offer to sell any James funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. For international investors please see Institutional.

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