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James Advantage

James Advantage Parent Rating

Below Average

James Advantage lags peer asset managers in a number of stewardship qualities, resulting in a Below Average Parent Pillar rating.

James Advantage open-end and exchange-traded products are costlier than similarly distributed funds at other highly-rated asset managers, on average in the most expensive quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. James Advantage has undergone a bout of turnover in the past five years, as seen in its lower-than-average portfolio manager retention. This is a concern, as long-term stability tends to support positive results. On average, James Advantage's longest-tenured portfolio managers have accrued 15 years of tenure. This level of manager experience should give investors confidence in the group's ability to handle differing market conditions.

James Advantage Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

518.82 Mil

Investment Flows (TTM)

−64.65 Mil

Asset Growth Rate (TTM)

−12.74%

# of Share Classes

5
Morningstar Rating # of Share Classes
0
1
3
1
0
Not Rated 0

Morningstar Mentions

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