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

About Us

James Team

James Investment Research

Investing for a lifetime

In the world of investing, it is who you know. Located in the Dayton Ohio area, James Investment Research, Inc., has been serving the investment needs of our community since 1972. Over the years, James has built a solid reputation of managing money for clients. Now our experience and expertise are available to help you toward your life-long goals for a rewarding retirement...or other financial goals.

These advantages are yours when you invest with James

A lifetime of experience.

Not every investment firm can claim to have been around for more than 35 years. At James, we've been through many kinds of markets.

Our conservative investment philosophy.

James is committed to an investment philosophy which focuses on one objective: to seek to grow our clients' assets...while stressing the preservation of principal, and the reduction of risk. Our active management style strives toward these goals. We believe this philosophy will serve our clients well in both up and down markets.

Doing all our own research.

"Research" is an important part of our name…and fundamental in how we serve our clients. We do all of our own research, instead of relying on the "wisdom" of Wall Street or simply following the crowd.

A total team approach.

Rather than depending on an investment guru or individual "star" manager to make investment decisions, a team of professionals manage each of our Funds. We believe a team approach provides more consistent management of Funds. We extend this team approach to our own investments - our team has both retirement and personal assets in our funds.

Service you can count on.

You can access your accounts by phone, or internet. We're large enough to offer you all these advantages… small enough to be able to give you the service you deserve.

James Advantage Funds.  A diverse group of investment options.
Each of our Funds is tailored to a specific investment objective. You can find the right combination of Funds to meet your needs, goals and risk tolerance… without being overwhelmed with too many choices.

Daily NAV & Distributions

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nightly at 7PM EST

Economic Outlook


Forms & Reports

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From Individual Accounts to Corporate Applications, we have them here!
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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.

The performance data quoted represents past performance. Past performance is no guarantee of future results. Current performance may be lower or higher than performance data quoted. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. The average annual total returns assume reinvestment of income, dividends, and capital gains distributions and reflect changes in net asset value. You should note that the James Advantage Funds are professionally managed mutual funds while the indices are unmanaged, do not incur expenses, and are not available for investment.

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.
© 2019 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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