JAVAX Mutual Fund (James Aggressive Allocation Fund) is managed by James Advantage Funds with $32.0M in net assets. JAVAX expense ratio is 1.02%, holding 82 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2015-07-01.

JAVAX performance shows a YTD return of 9.59%. The 1-year return is 29.09% and the 5-year return is 10.24%. JAVAX dividend yield stands at 0.49%, paid annually.

JAVAX top holdings include Nvidia Corp (4.4%), 'alphabet Inc., Class 'a'' (3.8%), Broadcom Inc (3.3%), Enova International Inc (3.1%), Apple Inc (2.9%). View all JAVAX holdings, sector breakdown, or dividend history.

JAVAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JAVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.