James Mid Cap Fund

Class Other (JAMDX)
3 / 5 Stars
3 3 3 1 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
B (Buy)

#47 in Mid-Cap Value

U.S. News evaluated 112 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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The fund has returned 30.34 percent over the past year, 14.54 percent over the past three years, and 19.53 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 9.0%
1 Year 30.3%
3 Years (Annualized) 14.5%
5 Years (Annualized) 19.5%
10 Years (Annualized) N/A

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The investment seeks to provide long-term capital appreciation. The fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued. Equity securities that the fund will principally invest in are common stocks, preferred stocks and exchange traded funds ("ETFs") that invest primarily in equity securities. Under normal circumstances, it will invest at least 80% of its net assets (plus the amount of borrowing for investment purposes, if any) in equity securities of mid capitalization companies.


Fees are Low compared to funds in the same category.
James Mid Cap Fund has an expense ratio of 1.50 percent.

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Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top James Advantage Funds