James Micro Cap FundJMCRX

MUTUAL FUNDJames
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$28.7M
Expense ratio
1.50%
1-year return
+23.2%
3 years, a year
+16.8%
5 years, a year
+9.6%
Holdings
75

What it aims to do.

James Micro Cap Fund (the ?Fund?) seeks to provide long-term capital appreciation.

Top 10 holdings.

Holding% of fund
First American Funds Inc.6.66%
iShares Trust4.81%
NVMI Nova Ltd4.57%
ENVA Enova International Inc.4.36%
USLM United States Lime & Minerals Inc.3.62%
MBIN Merchants Bancorp. (Indiana)3.47%
United States Treasury Bills3.42%
IMKTA Ingles Markets, Incorporated3.35%
PLAB Photronics Inc.3.12%
DFIN Donnelley Financial Solutions Inc2.75%

More on JMCRX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.