Jamestown Equity Fund Quote
| JAMEX Fund | USD 32.98 0.82 2.43% |
PerformanceVery Weak
| Odds Of DistressLow
|
Jamestown Equity is trading at 32.98 as of the 10th of March 2025; that is 2.43 percent decrease since the beginning of the trading day. The fund's open price was 33.8. Jamestown Equity has about a 23 % 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 8th of February 2025 and ending today, the 10th of March 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in equity securities. Although the fund invests primarily in common stocks, it may also invest a portion of its assets in other equity securities, including preferred stocks, convertible preferred stocks and convertible bonds that are rated at the time of purchase in the four highest grades assigned by a nationally recognized rating agency, or unrated securities determined by the Advisor to be of comparable quality.. More on Jamestown Equity Fund
Moving together with JAMESTOWN Mutual Fund
| 0.85 | VTSAX | Vanguard Total Stock | PairCorr |
| 0.83 | VFIAX | Vanguard 500 Index | PairCorr |
| 0.85 | VTSMX | Vanguard Total Stock | PairCorr |
| 0.85 | VITSX | Vanguard Total Stock | PairCorr |
| 0.85 | VSMPX | Vanguard Total Stock | PairCorr |
Moving against JAMESTOWN Mutual Fund
JAMESTOWN Mutual Fund Highlights
| Fund Concentration | Williamsburg Investment Trust Funds, Large Value Funds, Large Blend Funds, Large Blend, Williamsburg Investment Trust (View all Sectors) |
| Update Date | 31st of March 2025 |
Jamestown Equity Fund [JAMEX] is traded in USA and was established 10th of March 2025. Jamestown Equity is listed under Williamsburg Investment Trust category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Williamsburg Investment Trust family. This fund currently has accumulated 39.31 M in assets under management (AUM) with minimum initial investment of 5 K. Jamestown Equity is currently producing year-to-date (YTD) return of 1.64% with the current yeild of 0.01%, while the total return for the last 3 years was 13.24%.
Check Jamestown Equity Probability Of Bankruptcy
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 JAMESTOWN 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 JAMESTOWN 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 Jamestown Equity Fund 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 Jamestown Equity Fund Mutual Fund Constituents
| INTC | Intel | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| AMT | American Tower Corp | Stock | Real Estate | |
| GS | Goldman Sachs Group | Stock | Financials | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| TFC | Truist Financial Corp | Stock | Financials | |
| VGT | Vanguard Information Technology | Etf | Technology | |
| HES | Hess Corporation | Stock | Energy |
Jamestown Equity Risk Profiles
| Mean Deviation | 0.7386 | |||
| Standard Deviation | 0.9329 | |||
| Variance | 0.8704 | |||
| Risk Adjusted Performance | (0.08) |
Jamestown Equity Against Markets
Other Information on Investing in JAMESTOWN Mutual Fund
Jamestown Equity financial ratios help investors to determine whether JAMESTOWN 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 JAMESTOWN with respect to the benefits of owning Jamestown Equity security.
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