IMS Capital Value (IMSCX)
19.62 0.20(1.03%) Dec 18
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for IMSCX at this time.
|Symbol||% Assets||YTD Return %|
|ProShares UltraPro QQQ||3.04||19.10|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||2.06%|
Performance & Risk
|5y Avg Return:||12.63%|
|Rank in Category (ytd):||89|
|% Rank in Category (ytd):||21.45%|
|Morningstar Risk Rating:||3|
The investment seeks long-term growth from capital appreciation and secondarily income from dividends and interest.
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, its advisor employs a selection process designed to produce a diversified portfolio of companies exhibiting both value and positive momentum characteristics. Although the fund intends to be invested primarily in mid-cap and large-cap stocks, it may also invest in common stocks of any capitalization. View More