James Balanced: is trading at 22.21 as of the 27th of February 2025; that is 0.14 percent up since the beginning of the trading day. The fund's open price was 22.18. James Balanced: has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of January 2025 and ending today, the 27th of February 2025. Click here to learn more.
Under normal circumstances, the fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued, and in fixed income securities. The fund will normally hold both equity securities and fixed income securities, with at least 25 percent of its assets in equity securities and at least 25 percent of its assets in fixed income securities.. More on James Balanced Golden
James Balanced Golden [GLRIX] is traded in USA and was established 27th of February 2025. James Balanced: is listed under James Advantage category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of James Advantage family. This fund currently has accumulated 432.58 M in assets under management (AUM) with minimum initial investment of 50 K. James Balanced Golden is currently producing year-to-date (YTD) return of 2.98% with the current yeild of 0.01%, while the total return for the last 3 years was 6.29%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on James Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding James Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as James Balanced Golden Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top James Balanced Golden Mutual Fund Constituents
Other Information on Investing in James Mutual Fund
James Balanced: financial ratios help investors to determine whether James Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in James with respect to the benefits of owning James Balanced: security.