Jamestown Equity Fund

Class No Load (JAMEX)
Scorecard
3 / 5 Stars
Lipper
3 3 5 3 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 94.47 94.47
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 5.52 5.52
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 04.30.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 04.30.2014

Ticker YTD Return % % Net Assets
Apple Inc AAPL 17.82 4.04
General Electric Co GE -4.25 2.59
Oracle Corporation ORCL 7.19 2.58
JPMorgan Chase & Co JPM 0.43 2.55
FedEx Corp FDX 6.23 2.39
McKesson Corp MCK 17.68 2.37
Ryder System Inc R 21.44 2.31
Noble Corp PLC NE -9.95 2.3
CVS Caremark Corp CVS 7.01 2.3
Ameriprise Financial Inc AMP 6.59 2.19

See Also:

Top Williamsburg Investment Trust Funds