James Balanced: Golden Rainbow Fund Institutional Class (GLRIX)
Stock analysis · NASDAQ · Financial Services · Asset Management
James Balanced: Golden Rainbow Fund Institutional Class (GLRIX) is a publicly traded company in the Financial Services sector. Latest price: $24.18. Market cap $396.44M. Sign in to Stocks360 for full DCF valuation, fundamentals, technicals, and AI-driven analysis.
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About James Balanced: Golden Rainbow Fund Institutional Class
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.
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