JAMEX Mutual Fund (Jamestown Equity Fund) is managed by Williamsburg Investment Trust with $70.7M in net assets. JAMEX expense ratio is 0.99%, holding 48 positions across sectors including Information Technology, Financials, Unknown. Inception date: 1992-12-01.

JAMEX performance shows a YTD return of 7.93%. 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 series C (7.0%), Nvidia Corp (6.2%), Microsoft Corp 4.100 Feb 06 37 (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.