JAMEX Mutual Fund
JAMEX Mutual Fund
Jamestown Equity Fund
JAMEX Mutual Fund Overview
JAMEX Mutual Fund (Jamestown Equity Fund) is managed by Williamsburg Investment Trust with $71.5M in net assets. JAMEX expense ratio is 0.99%, holding 48 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1992-12-01.
JAMEX performance shows a YTD return of 5.98%. The 1-year return is 21.27% and the 5-year return is 12.73%. JAMEX dividend yield stands at 4.19%, paid quarterly.
JAMEX top holdings include Alphabet Inc. C (7.0%), Nvidia Corp. (6.2%), Microsoft Corp (5.0%), Apple, Inc (4.8%), Amazon.Com Inc (4.0%). View all JAMEX holdings, sector breakdown, or dividend history.
JAMEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JAMEX alternatives are available via the screener, along with tax-loss harvesting opportunities.