James Aggressive Allocation Fund Quote

JAVAX Fund  USD 16.67  0.03  0.18%   

Performance

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Odds Of Distress

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James Aggressive is trading at 16.67 as of the 26th of January 2026; that is 0.18 percent decrease since the beginning of the trading day. The fund's open price was 16.7. James Aggressive has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 28th of October 2025 and ending today, the 26th of January 2026. Click here to learn more.
Under normal circumstances, the fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued, and in high quality fixed income securities. The fund will normally hold both equity securities and fixed income securities, with typically at least 60 percent of its assets in equity securities and at least 15 percent of its assets in fixed income securities.. More on James Aggressive Allocation

Moving together with James Mutual Fund

  0.88JASCX James Small CapPairCorr
  0.88GLRBX James Balanced GoldenPairCorr
  0.88GLRIX James Balanced GoldenPairCorr
  0.9JMCRX James Micro CapPairCorr
  0.9IFAFX Income FundPairCorr

Moving against James Mutual Fund

  0.46GABFX Gmo Asset AllocationPairCorr

James Mutual Fund Highlights

Fund ConcentrationJames Advantage Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, James Advantage, Large Blend, Allocation--70% to 85% Equity (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of November 2025
Fiscal Year EndJune
James Aggressive Allocation [JAVAX] is traded in USA and was established 26th of January 2026. James Aggressive is listed under James Advantage category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of James Advantage family. This fund currently has accumulated 28.37 M in assets under management (AUM) with minimum initial investment of 10 K. James Aggressive All is currently producing year-to-date (YTD) return of 2.33% with the current yeild of 0.01%, while the total return for the last 3 years was 17.56%.
Check James Aggressive Probability Of Bankruptcy

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 James 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 James 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 James Aggressive Allocation 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.

James Aggressive All Risk Profiles

James Aggressive Against Markets

James Mutual Fund Analysis Notes

The fund retains about 5.38% of assets under management (AUM) in cash. James Aggressive All last dividend was 0.09 per share. Large Blend To learn more about James Aggressive Allocation call the company at 800-995-2637.

James Aggressive All Investment Alerts

The fund retains about 5.38% of its assets under management (AUM) in cash

Top James Aggressive Allocation Mutual Fund Constituents

James Aggressive Outstanding Bonds

James Aggressive issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. James Aggressive All uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most James bonds can be classified according to their maturity, which is the date when James Aggressive Allocation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

James Aggressive Predictive Daily Indicators

James Aggressive intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of James Aggressive mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

James Aggressive Forecast Models

James Aggressive's time-series forecasting models are one of many James Aggressive's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary James Aggressive's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Other Information on Investing in James Mutual Fund

James Aggressive financial ratios help investors to determine whether James 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 James with respect to the benefits of owning James Aggressive security.
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