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James Advantage Funds

Tax Info - 1099 Q&A Document. Barrons: 5 Stock Picks From a Play It Safe Balanced Fund. The James Balanced: Golden Rainbow Fund seeks to provide total return through a combination of growth and income and preservation of capital in declining markets. Asset Allocation As Of:. Based on risk-adjusted performance. Total % Return Data as of:. Total % Return Average Annual as of 07/31/2015. Total % Return Data as of:. Total % Return Average Annual as of 06/30/2015. Asset Allocation As Of:. If you're looking fo...

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Tax Info - 1099 Q&A Document. Barrons: 5 Stock Picks From a Play It Safe Balanced Fund. The James Balanced: Golden Rainbow Fund seeks to provide total return through a combination of growth and income and preservation of capital in declining markets. Asset Allocation As Of:. Based on risk-adjusted performance. Total % Return Data as of:. Total % Return Average Annual as of 07/31/2015. Total % Return Data as of:. Total % Return Average Annual as of 06/30/2015. Asset Allocation As Of:. If you're looking fo...
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James Advantage Funds | investwithjames.com Reviews

https://investwithjames.com

Tax Info - 1099 Q&A Document. Barrons: 5 Stock Picks From a Play It Safe Balanced Fund. The James Balanced: Golden Rainbow Fund seeks to provide total return through a combination of growth and income and preservation of capital in declining markets. Asset Allocation As Of:. Based on risk-adjusted performance. Total % Return Data as of:. Total % Return Average Annual as of 07/31/2015. Total % Return Data as of:. Total % Return Average Annual as of 06/30/2015. Asset Allocation As Of:. If you're looking fo...

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James Advantage Funds

http://www.investwithjames.com/overall-fund-performance.php

View Quarterly - 06/30/2016. View Monthly - 07/31/2016. Total % Return as of 07/31/2016. Balanced: Golden Rainbow (I). Total % Return as of 06/30/2016. Balanced: Golden Rainbow (I). Daily NAV and Distributions. To receive an email of our quarterly Distributions and our daily NAVs updated. Nightly at 7PM EST. Annual Outlook from Fund Advisor. Provides recommendation for Investors. Forecast for Economy, Bonds, Stocks and International. A specific form or application? 2016 James Advantage Funds. James Advan...

2

James Advantage Funds

http://www.investwithjames.com/about-us.php

Investing for a lifetime. In the world of investing, it is who you know. Located in the Dayton Ohio area, James Investment Research, Inc., has been serving the investment needs of our community since 1972. Over the years, James has built a solid reputation of managing money for clients. Now our experience and expertise are available to help you toward your life-long goals for a rewarding retirement.or other financial goals. These advantages are yours when you invest with James. A lifetime of experience.

3

James Advantage Funds

http://www.investwithjames.com/forms-applications.php

Used to establish a regular (non-retirement) account at James. Get Started Online Today. Used to establish a new trust or estate account at James. Used to establish a custodial account for a minor (Uniform Gift/Transfer to Minor Account) at James. Get Started Online Today. Used to establish a corporate or other entity account at James. Used to establish a Traditional IRA or SEP-IRA account at James. Get Started Online Today. Used to establish a Roth IRA account at James. Get Started Online Today. Mid, Sm...

4

James Advantage Funds

http://www.investwithjames.com/proxy.php

Pursuant to rules established by the Securities and Exchange Commission, under the Investment Company Act of 1940 (the 1940 Act ), the board of trustees (the Board of Trustees ) of the James Advantage Funds (the Trust ) has adopted the following formal, written guidelines for proxy voting by the Trust. The Board of Trustees of the Trust oversees voting policies and decisions for each series of the Trust (each, a Fund ). SUMMARY OF ADVISER’S PROXY VOTING GUIDELINES. Information regarding how each Fund vot...

5

James Advantage Funds

http://www.investwithjames.com/forms-prospectus.php

Balanced: Golden Rainbow (GLRBX). Balanced: Golden Rainbow (I) (GLRIX). Daily NAV and Distributions. To receive an email of our quarterly Distributions and our daily NAVs updated. Nightly at 7PM EST. Annual Outlook from Fund Advisor. Provides recommendation for Investors. Forecast for Economy, Bonds, Stocks and International. A specific form or application? From Individual Accounts to Corporate Applications, we have them here! 2016 James Advantage Funds. James Advantage Funds are offered only to US citiz...

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Tax Info - 1099 Q&A Document. Barrons: 5 Stock Picks From a Play It Safe Balanced Fund. The James Balanced: Golden Rainbow Fund seeks to provide total return through a combination of growth and income and preservation of capital in declining markets. Asset Allocation As Of:. Based on risk-adjusted performance. Total % Return Data as of:. Total % Return Average Annual as of 07/31/2015. Total % Return Data as of:. Total % Return Average Annual as of 06/30/2015. Asset Allocation As Of:. If you're looking fo...

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