JAVAX Mutual Fund

JAVAX Mutual Fund (James Aggressive Allocation Fund) is managed by James Advantage Funds with $31.8M in net assets. JAVAX expense ratio is 1.02%, holding 81 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2015-07-01.

JAVAX performance shows a YTD return of 11.91%. The 1-year return is 18.03% and the 5-year return is 10.05%. JAVAX dividend yield stands at 0.50%, paid annually.

JAVAX top holdings include Enova International Inc. (usd) (5.2%), Nvidia Corp (4.5%), Alphabet Inc,class A (4.2%), Broadcom Inc (3.6%), Apple, Inc (3.1%). Go to all JAVAX holdings, JAVAX sectors, or JAVAX dividends.

JAVAX can be compared against other funds. Use JAVAX overlap to find shared positions, or JAVAX vs another fund for a side-by-side view. JAVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.