Jamestown Balanced Fund

Class No Load (JAMBX)
Scorecard
3 / 5 Stars
Lipper
3 2 3 2 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

#50 in Moderate Allocation

U.S. News evaluated 233 Moderate Allocation 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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Performance

The fund has returned 17.68 percent over the past year, 11.16 percent over the past three years, 12.02 percent over the past five years, and 6.17 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.8%
1 Year 17.7%
3 Years (Annualized) 11.2%
5 Years (Annualized) 12.0%
10 Years (Annualized) 6.2%

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Summary

The investment seeks long-term growth of capital and income. The fund takes advantage of the long-term capital growth and income opportunities available in the securities markets by investing primarily in a portfolio of domestic equity and fixed income securities. The allocation among equity and fixed income securities will normally range from a minimum of 25% to a maximum of 75% of the fund's net assets. The average maturity of the fixed income portion of the fund's portfolio will typically vary from 3 to 12 years.

Fees

Fees are Above Average compared to funds in the same category.
Jamestown Balanced Fund has an expense ratio of 1.19 percent.

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Risk

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

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See Also:

Top Williamsburg Investment Trust Funds

Moderate Allocation Funds

Highest Returns (10-year)

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