Mutual Funds

James Advantage

Exchange Hours Website
9:30 - 15:59 ET www.jamesinvestment.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
JAMES BALANCED: GOLDEN RAINBOW FUND GLRBX USD 2,000 USD 0 Balanced No Load RETAIL No
JAMES SMALL CAP FUND JASCX USD 2,000 USD 0 Equity No Load RETAIL No
JAMES MID CAP FUND JAMDX USD 2,000 USD 0 Equity No Load RETAIL No
JAMES BALANCED: GOLDEN RAINBOW FUND GLRIX USD 50,000 USD 0 Balanced No Load INSTITUTIONAL Yes
JAMES LONG-SHORT FUND JAZZX USD 2,000 USD 0 Alternatives No Load RETAIL No
JAMES AGGRESSIVE ALLOCATION FUND JAVAX USD 10,000 USD 0 Mixed Investments No Load INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.