James Micro Cap Fund (JMCRX) Research

The James Micro Cap Fund primarily focuses its investments on equity securities of companies, both foreign and domestic, that its Adviser believes are undervalued. Its portfolio typically comprises common and preferred stocks, as well as exchange-traded funds (ETFs) that themselves concentrate on equity investments. Under standard operating conditions, the fund is committed to dedicating at least 80% of its net assets (plus any capital acquired through borrowing for investment) to the stocks of micro-capitalization companies.

Market snapshot

Symbol
JMCRX
Price
$26.30
Day change
+1.54%
Market cap
$31.0M
52-week range
19.86-26.3
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Barrett Growth Fund (BGRWX)
  • CornerCap Small-Cap Value Fund (CSCVX)
  • Shelton Emerging Markets Fund (EMSLX)
  • Fidelity Sustainability U.S. Equity Fund (FSEBX)
  • Guinness Atkinson China & Hong Kong Fund (ICHKX)
  • LSV U.S. Managed Volatility Fund (LVAMX)
  • Plumb Equity Fund (PLBEX)
  • Rydex Basic Materials Fund (RYBCX)

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