The Jamestown Funds offer efficient access to Lowe, Brockenbrough's long tradition of investment management.
Seeks to provide current income exempt from federal income taxes and from the personal income taxes of Virginia, consistent with the preservation of capital by investing primarily in high quality municipal obligations.
Seeks capital appreciation and income by investing in a balanced portfolio of equity and fixed income securities.
Seeks capital appreciation by investing principally in equity securities of large growth companies.
Seeks to provide long-term growth of capital by investing in a diversified portfolio of international equities.
Download and read the Jamestown Family of Funds Prospectus.
A summarized review of each of the Jamestown Funds.
Download the Annual Report on the Jamestown Family of Funds.
Performance Summary
Annualized Rates of Return
Lowe, Brockenbrough serves as advisor to The Jamestown Family of Funds and is a registered investment advisor under the Investment Advisors Act of 1940.
Download and read the Individual Retirement Accounts information.
Seeks capital appreciation by investing principally in equity securities of large growth companies.
Jamestown Fund Holdings by most recent Quarter End and Month.