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    IMS Capital Value (IMSCX)

    22.78 Up 0.30(1.33%) Jul 28
    Prev Close:22.48
    YTD Return*:8.07%
    Net Assets*:40.70M
    Yield*:N/A

    * As of 30-Jun-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for IMSCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    DLTR3.34N/A
    AMZN3.23N/A
    FII3.18N/A
    NVIV3.11N/A
    UMPQ3.05N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:40.7M
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):2.05%

    Performance & Risk

    YTD Return:8.07%
    5y Avg Return:12.79%
    Rank in Category (ytd):4
    % Rank in Category (ytd):0.78%
    Beta (3y):0.92
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth from capital appreciation, and secondarily, income from dividends. The fund invests primarily in common stocks of mid-cap and large-cap U.S. companies. With respect to both mid-cap and large-cap stocks, the adviser employs a selection process designed to produce a diversified portfolio of companies exhibiting both value and positive momentum characteristics. View More
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