JAMES SMALL CAP FUND

JAMES SMALL CAP FUND is a registered fund series of JAMES ADVANTAGE FUNDS (series S000003563). Net assets $78.3M as of 2026-03-31.

Profile

Advisers

Top holdings (184 reported)

Showing 15 of 184 holdings by value.

HoldingTickerValue% of fund
Enova International Inc.$3.1M393.46%
Enova International Inc.$3.1M393.46%
Brinker International, Inc.$2.8M359.38%
Brinker International, Inc.$2.8M359.38%
First American Funds Inc.$2.5M322.74%
First American Funds Inc.$2.5M322.74%
Evercore Inc.$2.4M310.45%
Evercore Inc.$2.4M310.45%
Piper Sandler Companies$2.1M268.19%
Piper Sandler Companies$2.1M268.19%
Coca-Cola Consolidated Inc$2.0M250.02%
Coca-Cola Consolidated Inc$2.0M250.02%
Nova Ltd$1.7M214.48%
Nova Ltd$1.7M214.48%
Powell Industries Inc.$1.6M201.77%

Net asset history

Report dateNet assets
2026-03-31$78.3M
2025-12-31$73.9M
2025-09-30$72.7M
2025-06-30$51.7M
2025-03-31$50.0M
2024-12-31$51.0M
2024-09-30$51.7M
2024-05-31$44.9M

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