A Mutual Fund That Wins Big By Investing In Tiny Companies: James Micro Cap Fund

Ted

FYI: Over the past year, small-company value funds

have provided little value for their shareholders. On average, funds that focus on cheap small-capitalization stocks lagged both the small-cap Russell 2000 index and Standard & Poor’s 500-stock index, which tracks big-company stocks. One small-cap fund
that bucked the trend was James Micro Cap (JMCRX), which whipped the category average by nearly 11 percentage points.
Read more at http://www.kiplinger.com/article/investing/T041-C009-S002-james-micro-cap-wins-with-tiny-companies.html#QI3AOtuUv7DztvMr.99
Regards,
Ted
http://www.kiplinger.com/article/investing/T041-C009-S002-james-micro-cap-wins-with-tiny-companies.html#

JMCRX Is Ranked #13 In The (SCV) Fund Category By U.S. News & World Report:
http://money.usnews.com/funds/mutual-funds/small-value/james-micro-cap-fund/jmcrx

bee

Thanks Ted,

Also discussed here:
mutualfundobserver.com/discuss/discussion/comment/71065/#Comment_71065

davidrmoran

On a recent tear for sure, and that family group (GLRBX folks). Makes me reconsider WEMMX, which bests it till recently ....

VintageFreak

I think microcap value is going to have a watershed moment at some point. However, timing is everything. I'm building up cash.

wxman123

davidrmoran said:

On a recent tear for sure, and that family group (GLRBX folks). Makes me reconsider WEMMX, which bests it till recently ....

Me too, doing homework last night on this. Staying put with WEMMX for now. Like James (hold the GldnRainbow) but couldn't get past that 13% out performance over the past year, reeks of mean reversion potential...and also explains the general out performance of JMCRX. Also worth noting that James only holds 43 stocks, virtually unheard of in the true microcap space. Yes, WEMMX has been disappointing over the past year or so, but every time I've looked elsewhere I elected to stay put...again, for now.

davidrmoran

what you said