Quick Investment News: Invest in Jamestown Mutual Funds

The employee-owned firm of Lowe, Brockenbrough & Company, Inc., located in the southeastern United States, acts as the adviser for the four mutual funds in the Jamestown family of mutual funds. Follow these steps to purchase these funds.

Choose a Jamestown Mutual Fund

Choose from among four different funds: the Jamestown Balanced Fund, the Jamestown Equity Fund, the Jamestown International Equity Fund and the Jamestown Tax-Exempt Virginia Fund.

Choose the Jamestown Balanced Fund if you want to invest in a fund with a relatively conservative strategy that combines capital appreciation with income by investing in stocks and fixed income instruments.

Choose the Jamestown Equity Fund to invest in a fund of almost exclusively large-cap growth stocks.

Choose the Jamestown International Equity Fund to diversify your investments with a fund that invests overseas. This fund seeks long-term capital appreciation.

Choose the Jamestown Tax-Exempt Virginia Fund to invest in a Virginia-based municipal fund. Income from this fund is not subject to federal taxation. Residents of Virginia also do not have to pay state income taxes on the income from this fund.

Gather Information on Jamestown Mutual Funds

Visit a financial Web site (such as Morningstar) for performance data on Jamestown mutual funds. Use the following financial ticker symbols to look up data: JAMBX (Jamestown Balanced Fund), JAMEX (Jamestown Equity Fund), JAMIX (Jamestown International Equity Fund) and JTEVX (Jamestown Tax-Exempt Virginia Fund).

Compare Jamestown mutual funds with their peers. Some financial Web sites list peer averages for items like expense ratios, average annual return and total return. A fund may compare favorably with its peers, for example, on expense ratios, but unfavorably on performance measures.

Visit the Jamestown Family of Funds Web site to obtain performance data and commentary directly from the funds' management company (see the Resources section below).

Invest in Jamestown Mutual Funds

Download a prospectus from the Jamestown Family of Funds Web site (see Resources below), or call (800) 787-7414 to request a prospectus.

Fill out and mail an account application to the Jamestown Funds. You can find an account application on the Web site or in your prospectus. Call (866) 738-1126 for assistance in opening an account.

You also can invest in Jamestown mutual funds through a broker-d