James Balanced: Golden Rainbow Fund Institutional Class (GLRIX)
James Balanced: Golden Rainbow Fund Institutional Class operates in the Asset Management industry of the Financial Services sector, headquartered in Beavercreek, OH, US. The stock last traded at $25.10, up 0.16% on the session, giving a market capitalisation of $425.1M. Its beta of 0.76 implies it has historically moved less than the broad market.
This fund's objective is to deliver a complete return, achieved through a blend of capital appreciation and income generation, while also prioritizing the protection of invested capital during periods of market decline. Ordinarily, the portfolio predominantly allocates its resources to shares of both international and U.S. companies that the adviser identifies as undervalued, alongside various fixed-income instruments. It consistently maintains exposure to both equity and debt securities, with at least 25% of its total assets invested in equities and a minimum of 25% in fixed-income holdings.
James Balanced: Golden Rainbow Fund Institutional Class is most often compared with the following Financial Services names: