Jamestown Equity is trading at 34.13 as of the 19th of December 2024; that is 2.79 percent decrease since the beginning of the trading day. The fund's open price was 35.11. 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 30th of December 2022 and ending today, the 19th of December 2024. 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
Jamestown Equity Fund [JAMEX] is traded in USA and was established 19th of December 2024. 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 28.42% with the current yeild of 0.01%, while the total return for the last 3 years was 10.52%.
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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 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
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.