James Balanced: Golden Rainbow Fund (GLRBX) Research

Under typical market conditions, this fund primarily allocates capital to a blend of equity and fixed income assets. Its equity component targets shares of both international and domestic companies that the Adviser deems undervalued. The portfolio is designed to consistently hold both asset classes, with a mandate to invest a minimum of 25% of its total assets in equities and at least 25% in fixed income securities.

Market snapshot

Symbol
GLRBX
Price
$25.25
Day change
+0.52%
Market cap
$421.8M
52-week range
22.55-25.29
Sector
Financial Services
Industry
Asset Management

Peer companies

  • DWS Equity 500 Index Fund (BTIEX)
  • Marsico Growth Fund (MGRIX)
  • BlackRock MuniAssets Fund, Inc. (MUA)
  • BlackRock MuniVest Fund, Inc. (MVF)
  • Nuance Mid Cap Value Fund (NMVLX)
  • Nicholas Limited Edition Fund (NNLEX)
  • Oberweis International Opportunities Fund (OBIOX)
  • Schwab Target 2025 Fund (SWHRX)

Open James Balanced: Golden Rainbow Fund (GLRBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.