James Micro is trading at 21.17 as of the 22nd of July 2025; that is 0.8 percent decrease since the beginning of the trading day. The fund's open price was 21.34. James Micro has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of June 2025 and ending today, the 22nd of July 2025. Click here to learn more.
The fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued. Equity securities the fund will principally invest in are common stocks, preferred stocks and exchange traded funds that invest primarily in equity securities. More on James Micro Cap
James Micro Cap [JMCRX] is traded in USA and was established 22nd of July 2025. James Micro is listed under James Advantage category by Fama And French industry classification. The fund is listed under Small Value category and is part of James Advantage family. This fund currently has accumulated 22.69 M in assets under management (AUM) with minimum initial investment of 10 K. James Micro Cap is currently producing year-to-date (YTD) return of 1.77%, while the total return for the last 3 years was 13.16%.
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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 Micro Cap 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.
Other Information on Investing in James Mutual Fund
James Micro 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 Micro security.