
The fund primarily aims to achieve its investment goals by allocating capital to common stocks chosen for their future appreciation prospects. It possesses the flexibility to invest across all company sizes, ranging from significant, well-established corporations to smaller, emerging growth ventures. Additionally, the fund may generate supplementary income by temporarily lending its securities to pre-approved broker-dealers and other financial entities. These loans can be for either short or long durations, with the total value of such loaned securities capped at one-third of the fund's overall assets, as measured at the point of loan origination.
Is JRAIX's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
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