James Aggressive Allocation Fund (JAVAX) is a Allocation--70% to 85% Equity fund with $28.37 Million in assets. The fund allocates 30.27% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is NVIDIA Corporation at 4.99% of total assets. This is followed by Alphabet, Inc. Class A (3.82%) and Microsoft Corporation (3.03%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| NVIDIA Corporation | 4.99% | - | - |
| Alphabet, Inc. Class A | 3.82% | - | - |
| Microsoft Corporation | 3.03% | - | - |
| Apple, Inc. | 2.91% | - | - |
| Deckers Outdoor Corporation | 2.57% | - | - |
| ASML Holding N.V. - NY Registry Shares | 2.50% | - | - |
| Cadence Design Systems, Inc. | 2.48% | - | - |
| Meta Platforms, Inc. Class A Class A | 2.74% | - | - |
| Enova International, Inc. | 3.16% | - | - |
| U.S. Treasury Bonds 2.25%, due 08/15/2049 | 2.07% | - | - |
| Broadcom, Inc. | 3.53% | - | - |
| Meta Platforms, Inc. Class A | 2.88% | - | - |
| Goldman Sachs Group, Inc. (The) | 2.60% | - | - |
| JPMorgan Chase Company | 2.25% | - | - |