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 2,000 Balanced No Load RETAIL No
JAMES SMALL CAP FUND JASCX USD 2,000 USD 2,000 N/A No Load RETAIL No
JAMES BALANCED GOLDEN RAINBOW FD INST GLRIX USD 50,000 USD 50,000 Balanced No Load INSTITUTIONAL Yes
JAME AGGRESSIVE ALLOCATION FUND JAVAX USD 10,000 USD 50,000 N/A No Load INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.

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