Skip to Content
Morningstar

Jamestown Equity JAMEX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Williamsburg Investment Hub

Morningstar’s Analysis JAMEX

Will JAMEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JAMEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JAMEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JAMEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Jamestown Equity's recent People Pillar rating increase more than offsets the negative impact of its fee hike, resulting in a rise in its Morningstar Medalist Rating to Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor