Jamestown Equity Fund

Class No Load (JAMEX)
Scorecard
3 / 5 Stars
Lipper
2 2 5 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A- (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 95.79 95.79
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 4.21 4.21
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 01.31.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Apple Inc AAPL -2.91 3.97
Google, Inc. Class A GOOG 1.27 3.27
Ameriprise Financial Inc AMP -2.32 2.73
JPMorgan Chase & Co JPM 4.39 2.72
McKesson Corp MCK 9.22 2.58
General Electric Co GE -6.92 2.55
FedEx Corporation FDX -6.61 2.46
Oracle Corporation ORCL 8.76 2.45
Comcast Corp Class A CMCSA -3.48 2.31
CVS Caremark Corp CVS 4.18 2.25

See Also:

Top Williamsburg Investment Trust Funds