Funds Offered by  

7 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
GLRBXJames Balanced Golden Rainbow Fund Retail ClassMutual fund07/01/1991Asset AllocationUSModerateActively managed1.00 1.00%Analyze
GLRIXJames Balanced: Golden Rainbow Fund Institutional ClassMutual fund07/01/1991Asset AllocationUSModerateActively managed1.00 0.75%Analyze
JAMDXJames Mid Cap FundMutual fund06/30/2006US EquityBroad marketMid capActively managed1.00 1.51%Analyze
JASCXJames Small Cap FundMutual fund10/02/1998US Equity Broad marketSmall capActively managed1.00 1.50%Analyze
JAVAXJames Aggressive Allocation FundMutual fund07/01/2015Asset AllocationUSModerateActively managed1.00 0.00%Analyze
JAZZXJames Long-Short FundMutual fund05/23/2011Alternatives Long/short equityUS stocksActively managed1.00 1.61%Analyze
JMCRXJames Micro Cap FundMutual fund07/01/2010US Equity Broad marketSmall capActively managed1.00 1.51%Analyze
TOTAL7

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