James Balanced: Golden Rainbow Fund Institutional Class (GLRIX) Research
This fund's objective is to deliver a complete return, achieved through a blend of capital appreciation and income generation, while also prioritizing the protection of invested capital during periods of market decline. Ordinarily, the portfolio predominantly allocates its resources to shares of both international and U.S. companies that the adviser identifies as undervalued, alongside various fixed-income instruments. It consistently maintains exposure to both equity and debt securities, with at least 25% of its total assets invested in equities and a minimum of 25% in fixed-income holdings.
Market snapshot
- Symbol
- GLRIX
- Price
- $24.78
- Day change
- +0.53%
- Market cap
- $424.5M
- 52-week range
- 22.15-24.82
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- DWS Equity 500 Index Fund - Class Inst (BTIIX)
- Vest US Large Cap 10% Buffer Strategies Fund Class Institutional Class (BUIGX)
- Vest US Large Cap 10% Buffer Strategies Fund Class Investor Shares (BUMGX)
- Calamos Evolving World Growth Fund Class A (CNWGX)
- Meeder Balanced Retail (FLDFX)
- Meeder Dynamic Allocation Fund - Retail Class (FLDGX)
- Huber Select Large Cap Value Fund Institutional Class (HULEX)
- PIMCO RealPath Blend 2025 Fund Class Institutional (PPZRX)
Open James Balanced: Golden Rainbow Fund Institutional Class (GLRIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.