About JAMEX
Jamestown Equity Fund is an open-end mutual fund focused on achieving long-term capital growth through diversified investments in U.S. equity securities. Primarily categorized as a large blend fund, it invests in a balanced mix of both growth and value stocks across companies with sizable market capitalizations, aiming to mirror the broad dynamics of the U.S. stock market. The fund typically maintains a concentrated position, with about 39% of its assets allocated to its top ten holdings, which include major technology and communication services companies such as Apple, Microsoft, NVIDIA, Meta Platforms, Alphabet, and Amazon, as well as exposure to financials and sector-focused ETFs. Managed by Lowe, Brockenbrough & Company, Inc. under the Williamsburg Investment Trust, the fund employs proprietary fundamental research to construct its portfolio and benchmarks its performance against the S&P 500 Index. With a history dating back to 1998, Jamestown Equity Fund serves investors seeking diversified exposure to leading U.S. equities through an actively managed approach, maintaining relatively low turnover and emphasizing both sector diversity and disciplined investment selection.
Fund Family Williamsburg Investment Trust
Category Large Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol JAMEX
Index S&P 500 TR
JAMEX had a total return of 20.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.48%.
